Fiduciary Financial Advisors For Dentists

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Meet With An

Independent Financial Advisor For Dentists


Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor For Dentists


$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can a Financial Advisor Help Dentists?


Dentists have a complex set of financial planning needs that encompass practice finances, employee benefits, insurance…and personal financial concerns like retirement planning and investments. The right personal financial advisor will take the time to understand the unique landscape of a dentist’s personal and business needs and recommend financial planning strategies that align with their short- and long-term goals. By providing this high level of individualized service, the advisor can relieve the dentist of their financial concerns, allowing them to focus on delivering outstanding care to their patients.

Questions Dentists Should Ask Their Financial Advisor


Have you worked with other dentists?

As a dentist, you have many unique financial needs which may affect your retirement. Luckily, many advisors specialize in helping dentists with their finances.

What is your pay structure?

Your advisor may be commission based, fee-only (in which you pay the only fee directly), or fee-based, which is a combination. Fee-only advisors are becoming increasingly popular and are likely to be the cheapest and best option for you.

What services do you offer?

A specialist advisor that can offer retirement planning, investment management, and insurance management is what you want to look for. If you are interested in anything else, make sure your advisor offers those things as well.

Find A Fee-Only Financial Advisor For Dentists

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Smiling male dentist showing thumbs up over medical office background. Happy middle aged male dentist in white coat showing thumbs up at dental clinic office. Healthcare, profession, stomatology and medicine concept.


Top Financial Advisors Serving Dentists

A personal financial advisor can be a fantastic resource for dentists. Many advisors specialize in helping dentists in particular. Financial advisors offer both advice and planning and full-time management, which may also come with different pay structures. A financial advisor’s ultimate aim is to help you reach your financial goals.

If you are a dentist interested in getting financial support in any of the following areas, an advisor may be able to help you:

  • Retirement planning
  • Investment management
  • Insurance management
  • Paying down medical school debts
  • Tax planning

Besides dentists, our advisors are also qualified to help those in the following fields:

  • Orthodontists
  • Oral surgeons
  • Dental hygienists
  • Dental lab technicians

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors For Dentists

A financial advisor may use one of a few different pay structures, which affects their cost. An hourly advisor may be less expensive if you are using mostly planning, but most advisors charge a percentage of your assets.
Financial advisors can help you pay down medical school debt, plan for retirement, and optimize your taxes and insurance. They can also manage an investment portfolio for supplemental income.
Are you a fiduciary? Can you help me maximize my retirement contributions? What other financial goals do you think I should have?
An advisor charging an hourly fee will likely ask you to pay directly, such as by check. An advisor charging a percentage based fee will simply withhold their pay from your returns.