Financial planning for dentists to enjoy a rich life.

Commission-free financial planning, investing, and retirement plans

Financial planning for dentists to enjoy a rich life.

Commission-free financial planning, investing, and retirement plans

At any given moment, we can check our dashboard, or call our advisor, and Dentist Advisors will tell us exactly where we stand financially.

Every time I talk to Dentist Advisors, I feel like a gopher coming out of his hole—and I can see the progress I’m making with my finances.

Anytime I need to talk through a financial decision, I know I can reach out to my advisor and get actionable steps to reach my goals.

Our journey with Dentist Advisors has been nothing short of transformative for our financial well-being.

With Dentist Advisors, we’ve found a trusted partner who not only answers our financial questions but also empowers us to make informed decisions.

Dentist Advisors has a personalized approach and unwavering commitment to our goals that sets a new standard for financial advisory services.

If you’re seeking a financial partner who truly understands and respects your financial philosophy and can help you take it to the next level, Dentist Advisors is the game-changer you’ve been searching for.

With Dentist Advisors, I have an advisor who is comprehensive and focused on the unique financial needs of dental professionals.

Since joining Dentist Advisors I have gained so much more confidence and peace with my financial future.

Dentist Advisors has given me a plan and helped me avoid ‘random acts of finance’.

The way Dentist Advisors structures financial planning allows me to go on “auto-pilot” mode for the majority of the time because we’ve set a plan.

Client testimonials provided in accordance with SEC marketing rule

Money is more complicated for dentists.

Few careers offer the financial upside of dentistry. Yet more income, debt and practice demands can lead to costly mistakes and feeling behind.

Dentist-specific financial guidance makes all the difference

Proven playbooks for dental career and practice ownership stages

Benchmark data from 1000s of dentists to know how you stack up

Full-picture planning for personal and practice finances

Book a free consultation with a CFP® advisor today

Book a free consultation with a CFP® advisor today

Get your questions answered:

  • Investing
  • Debt management
  • Tax strategy
  • Retirement plans
  • Insurance
  • Any money questions on your mind
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PODCAST DOWNLOADS

Get straightforward advice about investing, retirement planning, tax reduction, insurance, debt management and personal finance—all while being immensely entertained.

How Do I Get a Podcast?

A Podcast is a like a radio/TV show but can be accessed via the internet any time you want. There are two ways to can get the Dentist Money Show.

  1. Watch/listen to it on our website via a web browser (Safari or Chrome) on your mobile device by visiting our podcast page.
  2. Download it automatically to your phone or tablet each week using one of the following apps.
    • For iPhones or iPads, use the Apple Podcasts app. You can get this app via the App Store (it comes pre-installed on newer devices). Once installed just search for "Dentist Money" and then click the "subscribe" button.
    • For Android phones and tablets, we suggest using the Stitcher app. You can get this app by visiting the Google Play Store. Once installed, search for "Dentist Money" and then click the plus icon (+) to add it to your favorites list.

If you need any help, feel free to contact us for support.

Meet our industry partners

Rich with knowledge

IRS Warns of the “Dirty Dozen” Bogus Tax Schemes – Episode #510

Each year the IRS sends out its “Dirty Dozen” list of tax schemes. It’s a warning to taxpayers to shun...

10 Mistakes that Could Cost You $10,000 or More

Making financial decisions for yourself and your dental business is complicated. Join Matt Mulcock, CFP® and Victoria Ferguson, CFP® for...

Why Dentists Shouldn’t Always Follow Dave Ramsey’s Financial Advice

While Dave Ramsey’s tips have helped many, it’s crucial to remember that one-size-fits-all financial advice might not suit dentists. Dentists...

Attend our Annual Summit

Join us in Park City, UT for a weekend of financial education and fresh mountain air. The Dentist Money Summit is your destination to learn from dentistry’s brightest financial minds while being entertained, bonding with other dentists, and enjoying a variety of mountain activities. You’ll leave feeling like a million bucks!