See how our technology, our team of dental-focused advisors, and our transparent fees can help you plan, invest, and retire better.
Learn how our advisors use Elements® to monitor the most important indicators of your financial health.
Our dashboard puts you in control of your finances by tracking your investments, bank accounts, loans, and assets all in one place.
Publications, blog posts, and guest articles
Video series for expanded learning
Digital guidebooks to download or read online
Dental specific financial advice in an easy-to-listen format
Educational videos for dentists
Market performance summaries and headlines
Have you ever thought about investing in a startup? If you haven’t already, someday you’ll be approached to fund the next big thing. And maybe it’s the next Amazon.com. But...
Dentist Advisors / financial advisors
A Rant to Make You Rethink Target Date Funds – Episode 118
The #1 Thing Dentists Wish They’d Known Before a Transition – Episode 117
How Much Money Does a Dentist Need to Save? – Episode 116
Does Your Study Club Feel Like a Waste of Time? – Episode 115
What is Elements® Comprehensive Financial Planning?
Video 5: Are You Taking the Right Amount of Risk?
Video 4: Are You Using Your Income Wisely?
Video 3: Do You Have the Right Mix of Assets?
Video 2: How Much Wealth Do You Need to Make Work Optional?
Video 1: Four Questions Every Dentist Needs to Answer
What Dentists Want to Know – Listener Q&A #2 – Episode 114
Here’s What’s Changed About Practice Management – Episode 113