As a CERTIFIED FINANCIAL PLANNER™, Taylor provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. He earned a Masters of Accountancy from BYU’s nationally ranked program and then spent over two years advising clients at one of the largest brokerage firms in the country before joining Dentist Advisors in 2020. His background in accounting, tax, and private equity gives him a unique ability to deliver investment advice within the context of his clients’ overall financial strategy.
My Content
By Taylor Sutterfiel MAcc, CFP® , Financial Advisor
“No one does [play fair] if they think they can get away with it.”- Lewis Carroll, Alice’s Adventures in Wonderland Ever...
Rethinking your Money Goals for 2024
Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...
Tax Strategies from a CPA for 2023/2024
With less than 70 days remaining in the year, it's an important time for a tax strategies refresher. Know how...
Don’t Forget to Protect Your Biggest Asset
By Taylor Sutterfield, MAcc, CFP® , Financial Advisor
Let’s go back to the day you collected your first paycheck as a working dentist. You spent 4-5 years getting...
Student Loan Info Session: 5 Tips to Ace Your Repayment
Ring the bell, student loan payments are back in session! Join Jake Elm, CFP® and Taylor Sutterfield, MAcc, CFP® for...
Student Loans: Consider applying for the new SAVE plan
Matt Mulcock, CFP®, Taylor Sutterfield, MAcc, CFP®, and Rabih Dimachki, CFA discuss SAVE, the newly announced income-driven repayment (IDR) option...
Overcome Your Staffing Struggles
Join Nicole Beck, staffing expert of TempMee, and Taylor Sutterfield, CFP® of Dentist Advisors as they discuss the financial impact...
A Litmus Test to Avoid Self-Serving Advisors – Episode #354
The right advisor can play a pivotal role in helping you make smart financial decisions. But how can you know...
A Dentist’s Guide to the Student Debt Relief Plan
Join Ryan Isaac, CFP® Senior Advisor, and Taylor Sutterfield, CFP® Financial Advisor, for discussion about refinancing, budgeting, forgiveness eligibility, and...
When is the Right Time to Hire a Financial Advisor?
Join Ryan Isaac, CFP Senior Advisor, and Taylor Sutterfield, CFP Financial Advisor, for discussion on the benefits, red flags, and...
Why Financial Advice Should Be Like Dentistry – Episode #347
For decades financial advisors were defined by a business model that focused on selling products. Today many advisors, like dentists,...