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Dentist Advisors
Dentist Advisors provides commission-free financial planning, investing, accounting, tax services, and business coaching to dental professionals.
Overview
Dentist Advisors provides commission-free financial planning, investing, accounting, tax services, and business coaching to dental professionals. They offer integrated personal and practice planning, focusing on the health of the practice and long-term financial success. Their services include tax planning, investment management, retirement planning, and estate planning.
General information
Firm type
RIA
Location
Region
North America
Sector focus
Frequently asked questions
What services does Dentist Advisors offer?
Dentist Advisors provides financial planning, investment management, retirement advice, student debt counseling, and practice acquisition financing guidance for dentists and dental practice owners. It operates as a fee-only fiduciary RIA.
What investment approach does Dentist Advisors use?
The firm uses a diversified portfolio of ETFs, mutual funds, and individual securities with a long-term, tax-efficient strategy. Specific asset-allocation models are not publicly detailed beyond a focus on growth and income.
How is Dentist Advisors structured?
Dentist Advisors is structured as a fee-only RIA registered with the SEC, meaning it collects a management fee based on assets under management rather than commissions. It operates under a fiduciary standard.
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