Dentist Advisors

Dentist Advisors A full-service wealth management firm that specializes in dentists, orthodontists and oral surgeons.

09/02/2026

Why do dentists get financially stuck? 🤔

Matt and Will explore the hidden cost of financial inaction and why doing nothing can sometimes be more expensive than making the wrong decision. Listen to the episode out now! Or check out the full video on our YouTube channel 📺

09/01/2026

There's still time to join us for dentist money launchpad! 🚀 Save your spot at 🔗https://hubs.li/Q04v5b7B0

Join us for an 8 week course and learn how to organize your money, avoid common pitfalls, and make informed financial decisions 💸

08/29/2026

Our weekly two cents episode is out! 🎙️

This week Matt, Jake, and Rabih break down what rising national debt could mean for the economy and your portfolio, explain why 401(k)s can be powerful, yet overlooked, and explore the cultural and economic factors of the rise in hobby spending 🤔

Stream the episode now or watch the full video on our Youtube channel 📺

08/26/2026

Ever wondered what it's like to work with Dentist Advisors? 💚

On this episode Matt and Taylor walk through Dentist Advisors’ client experience, explaining every stage of the financial planning process 📚 from the initial consultation and kick off call to building a personalized financial strategy and providing ongoing guidance as life evolves ✨

Episode out now, link in our bio! 🎧 If you would like to book a FREE consultation with one of our CFP® advisors go to 🔗https://hubs.li/Q04tBGJz0

08/25/2026

If you're a dentist wanting to build financial confidence early in your career, register for dentist money launchpad! 🚀 Our second cohort starts September 17th, learn about several financial topics taught by our dental-specific financial advisors ⭐ Go to 🔗https://hubs.li/Q04v58V_0 to save your spot!

08/19/2026

Listen to this week's episode to hear Matt and Christine's continue their conversation on going out of network by focusing on what happens after you've made the decision to transition away from PPOs 🦷

They talk discuss things like preparing your team, communicating with patients, refining your marketing, and creating a plan that supports long-term practice growth ⭐

Stream the episode on any platform or watch on YouTube!

08/19/2026

Visit our Youtube channel to learn why generic financial advice may not account for the unique complexities of a dentist’s financial life 📺 and learn how working with a dental-specific advisor can provide value to your life 🪥💰

Link in our bio🔗

08/15/2026

Go listen to this week's Two Cents episode 🎧 Matt, Lauren, and Rabih explore the relationship between consumer confidence and stock market returns, what current housing prices really look like compared to incomes around the world, and break down why the path to private practice ownership is far from closed for dentists 🦷

You can also watch the full episode on YouTube, link in bio! 📺

Kelsea walked into her first meeting with our team and saw how we organize a client's full financial picture with every ...
08/13/2026

Kelsea walked into her first meeting with our team and saw how we organize a client's full financial picture with every account, debt, and goal, color-coded and connected.

Her reaction: "Holy moly, this speaks to me right now."

The DA team pulled everything together into one cohesive view, and Kelsea felt the weight lift.

Read Kelsea's story here: https://hubs.li/Q04sFJxr0 🔗

08/12/2026

What should be inside a dentist's investment portfolio? 💰

This week on The Dentist Money Show, Matt and Rabih continue their investing series by talking about the core building blocks of an investment portfolio 📊 They break down the differences between stocks and bonds, explain how mutual funds and ETFs make diversification easier, and more!

Listen to the episode now! 🎙️ Link in our bio or watch the full video on YouTube 📺

Address

6440 S Wasatch Boulevard , Ste. 215
Salt Lake City, UT
84121

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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