Top advisors focused on dentist in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're a dentist facing unique financial challenges like managing irregular income or planning for practice transitions, you need an advisor who understands these specific issues. Without this focus, it's easy to overlook how your profession's cash flow and career path affect your financial plan.
- Practice cash flow insight. Look for advisors who consider how your income fluctuates with patient volume and seasonal trends.
- Practice transition planning. Confirm they can guide you through selling or buying a dental practice, including tax and retirement implications.
- Debt management strategies. Dentists often carry significant student loans; ask how they integrate loan payoff with investment growth.
- Insurance needs. Dental professionals face unique risks; check if they review disability and malpractice insurance tailored to your career.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ethan S
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Ethan Singer is equipped to assist dentists with financial planning by leveraging his expertise in business exit strategies and retirement plans tailored for business owners, which aligns with the unique challenges dentists face in practice transitions and income management. Operating from a large firm, he offers a flat-fee structure and serves high-net-worth clients, providing a blend of active and passive investment strategies within a tax- and fee-sensitive framework, distinguishing him from advisors with less specialized firm resources.
Experience: 1 year
Avg account: $2,557,933
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Stephen B
CFP®
Charlotte, NC
Flat Fee Financial LLC
Stephen Boatman specializes in financial planning for dentists, addressing unique challenges like student loan debt and inherited wealth, which are critical for managing irregular income and practice transitions. His flat-fee structure, CFP® certification, and focus on alternative investments such as real estate and private credit distinguish him from others, offering tailored strategies for baby boomer dentists seeking comprehensive financial solutions in Charlotte, NC.
Experience: 10 years
Avg account: $631,559
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James A
Series 63, Series 65
Augusta, GA
Merrill
James Adams is well-equipped to assist dentists with their unique financial challenges, offering expertise in retirement income strategy, tax-loss harvesting, and estate planning, all crucial for managing irregular income and practice transitions. As a seasoned advisor at a large firm with 30 years of experience and a focus on mid-career professionals and high earners, he provides comprehensive planning with a 1.10% AUM fee, distinguishing him from others by combining deep industry knowledge with personalized service from Augusta, GA.
Experience: 30 years
Avg account: $860,085
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Paul N
Series 65
Frisco, TX
Cain, Watters & Associates, LLC
Paul Nelson specializes in financial advising for dentists, offering expertise in business sale tax planning and retirement plans tailored for business owners, which suits dentists managing practice transitions and tax strategies. Located in Frisco, TX, he operates independently with a flat-fee structure and brings experience from a CPA firm, distinguishing him with integrated accounting and tax services alongside investment management.
Experience: 1 year
Avg account: $1,292,019
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David B
Series 66
Anchorage, AK
Edward Jones
David Balmer specializes in financial planning for dentists, addressing unique challenges like practice transitions and business succession. With eight years of experience at Edward Jones, a large firm serving over four million clients, he offers a comprehensive approach including retirement plans for business owners and business financial management, supported by a national network and a fee structure up to 1.35% annually.
Experience: 8 years
Avg account: $246,728
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