Overview

Dentist Advisors is a full-service wealth management firm that specializes in financial planning for dentists, orthodontists and oral surgeons. We understand the issues they face, like dealing with real estate and practice financing, student loans, overhead and saving for retirement. With this expertise, we’ve built a financial roadmap that addresses their most pressing concerns and prepares them for a successful retirement. We use a data-driven decision making process called Elements™ that is scientific, not subjective. Elements™ consists of 14 key indicators that help our advisors compare dentists in similar circumstances, making our advice more accurate and precise. We take care of dentist's finances so they can focus on growing collections, improving profitability and enhancing their team.