A complete list of active advisors currently associated with Fauchard Investments
Warmer can help you find a great advisor at Fauchard Investments or one who fits your needs even better.
Fauchard Investments is a fee-only, state-registered investment adviser that serves primarily dentists, dental specialists, and their families. It offers discretionary investment management together with integrated financial planning, insurance guidance, and complimentary portfolio and retirement-readiness reviews. The firm constructs tailored, tax-aware portfolios using individual securities, exchange-traded funds, bonds, and other publicly traded instruments, and it may employ strategies such as fixed-income laddering, tax-loss harvesting, and limited use of leveraged ETFs or simple options strategies when appropriate. For cash management it may use short-term U.S. Treasury securities (which it excludes from its advisory-fee calculation) and, only at a client’s direction, will hold custodian-supported digital-asset exchange-traded products; the firm also uses AI-assisted tools to support research and operations under human supervision. Distinctive features include a focused practice-first offering for dental professionals—practice-level financial guidance such as valuation estimates, buy-in/buy-out modeling, and associate compensation analysis—and a program of educational presentations and dinner seminars for dental practices and study groups, an uncommon service among small independent advisers. The firm also reports that it is not a solo practitioner (maintaining staff beyond the registered adviser) and, as of October 2026, reported no assets under management.
To learn more about the advisors currently working at Fauchard Investments, 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.
Name |
Location |
Years of experience |
|---|---|---|
Powell, OH
| 5
|
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