A complete list of active advisors currently associated with Dentist Advisors

Warmer can help you find a great advisor at Dentist Advisors or one who fits your needs even better.

Dentist Advisors primarily serves dentists, other professionals, and high‑net‑worth individuals and families, managing roughly $504 million for about 752 clients through a team of ten advisors. The firm offers discretionary investment management and wealth management (including financial planning and ongoing monitoring), retirement plan advisory, hourly consulting, and outsourced accounting, bookkeeping and tax-related services, and it runs educational programs such as the Dentist Money Launchpad and an annual Dentist Money Summit. The firm's investment approach is described as grounded in Modern Portfolio Theory, typically implementing model portfolios allocated across equities, fixed income and cash using ETFs and mutual funds, with Personal Financial Advisors granted discretion to rebalance and adjust allocations. Dentist Advisors also uses third‑party managers and programs (including a Dimensional SMA solution and Betterment wrap program), permits borrowing in separately managed accounts for specific client needs, and can offer alternative investments to eligible accredited/qualified clients. Several features the brochure highlights as relatively uncommon for peers include the firm’s use of testimonials and endorsements in advertising, its role as a sponsor of a wrap fee program, and its explicit allowance of borrowing in managed accounts. The firm also combines advisory services with outsourced accounting and payroll offerings, discloses private‑placement opportunities organized by its parent company for accredited/qualified investors, and reports limited use of AI tools for operational and client‑service functions (not for investment decision‑making).

To learn more about the advisors currently working at Dentist Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.