Amanda has a Bachelor’s degree in Business Management from Liberty University and is a CERTIFIED FINANCIAL PLANNER™ professional with a deep understanding of investment strategies and the holistic nature of effective planning. Her financial career began in 2008 and was honed by her experience as an advisor for high net worth clients at Vanguard. At Dentist Advisors, Amanda gives her top-tier institutional experience a personal touch as she helps dentists implement investment plans and overall wealth-building strategies.
My Content
5 Signs It Could Be Time to Fire Your Advisor – Episode #365
Breaking up is hard to do—but when it comes to your financial future, these five warning signs could indicate it’s...
As a financial advisor, I’m often asked—by clients, family, and friends—my opinion on current market conditions. Questions about inflation, raising...
I recently attended a conference for financial advisors. For a day and a half, I sat in a room full...
Defining what’s enough for you and how to avoid lifestyle creep I’m intrigued by the concept of enough, and how...
Inflation: What Is It, and What Can You Do About It?
Inflation is a word that’s been in headlines a lot recently, but what is it and what does all this...
It’s not the word you’re thinking about. This week we’re talking about budgeting. Many of us have been conditioned to...
A primary goal of my weekly newsletter is to help money topics feel more approachable and digestible for my readers....
Amanda Bateman on the Health and Wealth podcast with Carter and Tim
Amanda recently was the guest on the Health and Wealth podcast with Carter Wilcoxson and Tim James. With a goal...
Retirement planning isn’t what most people would call a fun time, but there have to be reasons why the average...
I was catching up on my backlog of Hidden Brain episodes recently, listening to episode “You 2.0: In the Heat...
FA Magazine covers Amanda Bateman’s move to Dentist Advisors
Financial Advisor Magazine (fa-mag.com), an industry news source, covered Amanda Bateman’s move from Vanguard to Dentist Advisors earlier this year....
Marketwatch.com on Amanda Bateman’s Move to Dentist Advisors
In August this year, Marketwatch.com covered Amanda Bateman’s switch to Dentist Advisors. In the article they highlight Amanda’s experience and...
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