Dentist Advisors

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

07/18/2026

Is the stock market too big to fail? 🤔

Listen to this week's Two Cents episode where Matt, Jake, and Rabih explain why oil prices matter, the surge of everyday investors entering the stock market, and explore the key factors that make work more meaningful and fulfilling 🙌

Stream the episode now or watch on the full video on YouTube 📺

07/16/2026

😉 We can fill a whole documentary on this topic alone. Book a consultation if you'd like to talk to a CFP® advisor one-on-one.
https://hubs.li/Q04pMvqp0

07/15/2026

The SAVE plan is ending... now what?

Listen to this week's episode of The Dentist Money Show, where Jake and Taylor break down what’s changing with federal student loans, what the end of the SAVE plan means for dentists, and the options borrowers have moving forward 💡💸 If you have any questions about your student loans, book a FREE consultation with us at 🔗https://hubs.li/Q04mGYvF0 or click the link in our bio! We'd love to help 💚

07/08/2026

Why does everyone think the economy is so bad? 🤔

Matt and Jake explore the surprising disconnect between how people feel about the economy and what the data actually shows📈

Listen to this week's episode out now! 🎧 Or watch the episode on our YouTube channel (Dentist Advisors) 📺

Our second cohort of Dentist Money Launchpad starts September 18th! 🚀If you are a D4, recent grad, associate or any dent...
07/06/2026

Our second cohort of Dentist Money Launchpad starts September 18th! 🚀

If you are a D4, recent grad, associate or any dentist who wants to feel more confident and organized with money, join our 8-week course program that will teach you everything you didn’t learn about money in dental school ⭐🦷

You’ll learn from our CFP® advisors and other dental professionals on topics about debt, investing, career development, becoming a practice owner, taxes, and so much more! Register today at 🔗https://hubs.li/Q04njpVF0

Happy 4th of July & 250th anniversary! 🇺🇸❤️🎆 Hope you are celebrating safely with your family & loved ones!
07/04/2026

Happy 4th of July & 250th anniversary! 🇺🇸❤️🎆 Hope you are celebrating safely with your family & loved ones!

07/01/2026

Are you using your income wisely? 💰🤔

Using a real client case study and our financial hygiene chart, Matt, Will, and Jake explore why the standard “save 20%” rule isn’t always the right answer, how savings goals should evolve over time, and what actually counts as saving ⭐

Watch the episode on YouTube to see the full charts 📺 You can also listen on any streaming platform 💚

Student loan changes are here, and many dentists may soon see payments rise. 🚨⏰Starting July 1, borrowers will have a li...
06/29/2026

Student loan changes are here, and many dentists may soon see payments rise. 🚨⏰
Starting July 1, borrowers will have a limited window to choose a new repayment option that fits their financial plan.

Join us for a free webinar on July 9th with Jake Elm, CFP®, and Taylor Sutterfield, MAcc, CFP®, as they break down the phaseout of the SAVE plan, the introduction of the RAP plan, updates to IBR, and the key factors to consider when evaluating your repayment options.

06/25/2026

The morning might have started a little chaotic, but everything ran on time for day 2 of the Summit 🤗⭐ We'll post a recap soon!

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

Website

Alerts

Be the first to know and let us send you an email when Dentist Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Dentist Advisors:

Shortcuts

Share

Category