Elements® Advisor Platform

Cutting-edge technology and support to accelerate your business growth while delivering REAL value to your clients



“A world where people embrace the habits of holistic financial health and live their present lives to the fullest.”

Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. While doing so, we have built Elements®, a cutting-edge technology, marketing, and support platform designed to allow our advisors to efficiently deliver objective, proactive, and holistic advice to clients across the country. Now, we are making this platform available to you.

The Elements® Advisor Platform Includes:

Elements® planning system

Use our Elements® Planning System to efficiently deliver, consistent, proactive holistic financial advice to your clients on a recurring schedule.

Disruptive Technology

The Elements® technology platform includes our industry disrupting mobile app, CRM, reporting dashboards, planning tools, and much more.

Comprehensive Operations

Leverage our highly skilled team of experienced associates to manage your clients' investment portfolios, reporting, on-boarding, chat-based support, compliance, and more.

Unleashed Marketing

Tired of lawyers dictating your marketing strategy? Our in-house marketing agency will help you deliver compliant, yet highly effective marketing, using all the best tools and techniques.

Ethical Fiduciary Planning Culture

Advanced Reporting Solutions


Business Growth Coaching

Continuing Education

Succession Path

Transparent Compensation Structure

Investment Research & Trading

Robust Partner Product Network

Are you ready for something better?

If you want to deliver more objective advice and value to your clients while accelerating the growth of your business with cutting-edge technology and marketing – we should talk.


Advisor Expectations

Who we look for

Advisors who succeed at Dentist Advisors are teachers at heart who always put the client’s best interests first. They have strong desires to help people achieve holistic financial health and live their present lives to the fullest. Our advisors are highly confident and skilled, but they always leave their egos at the door, solicit constructive feedback, and remain open to new learning opportunities. They also have excellent communications skills, a talent for building trust, an entrepreneurial edge, and the ability to collaborate.

What you’ll do

You will be a Personal CFO for dentists who will rely on you to make smart financial decisions. As the point person for your clients’ financial plans, you will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm.

Beyond traditional advisor activities, you will also serve as a standard bearer of holistic financial health by speaking at events, testing our technology, training up-and-coming advisors, creating educational content, and participating in business development.

How we compensate

Our advisor compensation approach reflects our commitment to serving the client’s best interests. As a fee-only firm, we never receive or pay commission for selling investment or insurance products. And because our advisors do much more than manage assets, we favor a salary + bonus compensation package over fee splits. In addition to revenue production, advisor salaries and bonuses are based on experience, industry credentials, client satisfaction, business development, collaboration with our marketing and technology teams, event participation, and 360° feedback from colleagues.

Investment Philosophy

At Dentist Advisors, we believe markets can create remarkable value for investors. For those who stick around long enough to capture the returns, history shows that markets provide disciplined investors with a unique value proposition, including high expected returns (compared to other assets classes) with virtually no requirement of individual effort or time commitment. Few investments can boast those kinds of dynamics.

Our investment roots are most influenced by the science of investing and behavioral economics. We subscribe to the theories of widely respected economists, professors, Nobel Prize winners, and psychologists (click here to see a list of bios). The consensus of a variety of experts, along with other financial thought leaders, has helped us adhere to certain core investment values:

  1. While it’s true that markets go up and down, it’s also true that prices are quite fair because they represent the objective viewpoints of buyers and sellers all over the world who trade billions of dollars each day.
  2. Investors who attempt to “beat” the market essentially believe their own knowledge outweighs the combined wisdom of all market participants. In most cases, those investors usually fall short. Beating the market often involves taking above-average risk and incurring above-average costs—and most often those two trade-offs are are simply not worth the potential reward.
  3. Behind every investable security are companies, governments—and ultimately people—who are motivated by self-interest to make economic gains. Some will succeed and some will fail, but on the whole markets expand over time as competition drives innovation.

Instead of chasing returns, we take a more systematic approach to trading and investing. Our philosophy is to build a portfolio that owns a share of the “entire market.” To achieve this, and to keep the odds in our clients’ favor, we most often use mutual funds and ETFs (exchange-traded funds) that provide exposure to countries and securities across the globe. Simply owning one index fund is not enough to achieve a properly diversified portfolio—and despite general public opinion, the cheapest index funds are not always the best performers as they may not have the specific attributes (e.g. country or accounting metric) an investor is seeking to replicate.

In addition to following research-based principles, we build portfolios of diversified investments across countries, companies, and currencies that are specific to each client’s individual age, need for liquidity, personal spending and major purchase goals. Timelines, risk requirements, and savings objectives are specific to each person, and must be understood before any investment decisions are made.

Beyond the mechanics of a well-constructed portfolio, we believe the biggest factor in someone’s overall investment success is how they behave during tough markets. Natural human emotions like fear and greed are the enemy of consistency, and often lead to reactive cycles of buying high and selling low. Of all the ways an experienced investment advisor can help a person achieve better returns, behavioral coaching to help them stay the course is the most impactful. See Vanguard’s “Advisor’s Alpha” report.

For small business owners (like dentists), we also understand their practice is the engine that powers their growth. A thriving business provides cash flow to pay down debt faster, support a comfortable lifestyle, and save more money for the future. Accumulating assets in the right order creates more flexibility throughout a person’s career and into retirement.