Everything for your practice & personal finance—together
We know you don't want to be the quarterback between all of your advisors, accountants, and financial providers. We make it EASY by having dental CPAs, Certified Financial Planners, and wealth managers handle it all for you. One contact, one team, all under one roof.
Tired of juggling finances across multiple advisors?
Unlike other dental CPA firms, we handle every piece of the financial puzzle—from debt management to tax strategy onto exit strategy and retirement planning—to help you make the best 360°decisions for both your personal life and dental practice.
Build wealth for your practice and future self
Are your business & personal finances handled by different people? Even separate firms? We bring everything under one roof to maximize your dental practice & personal wealth, together.
Back yourself with specialized expertise
At Core Advisors, we’ve been guiding dentists for more than twenty years. You can count on our experienced, dedicated team members to support you in every facet of your finances.
Save thousands of dollars across your portfolio
Different strategies across your taxes, practice, and retirement can leave a lot of money on the table. We make sure every financial decision for your dental practice benefits your personal wealth, and vice versa.
Throw out the old way of dental accounting
Traditionally, as a dentist, you act as the quarterback of your personal and business finances. Juggling multiple people, firms, and decisions across your personal taxes, business taxes, payroll, property taxes, debt management, investment strategies, retirement contributions, bookkeeping, budgeting & forecasting, acquisition planning, personal financial planning... and more.
We build your personal and dental practice wealth, together.
At Core Advisors, we set out to change that. We handle everything for you under one roof. From bookkeeping and tax strategy, onto financial planning and debt management, we bring your finances full circle. You’ll never have to stress about whether or not you’re making the best financial decisions for yourself, or if your growth plans aren’t on track. That sits with our experts now.
One team of dental CPAs, certified financial planners, & wealth advisors
Here are just a few of the services we handle for you:
Practice Accounting
Accounting software, monthly reports, compliance. Save hours of in-house work each month by outsourcing your tedious, boring yet essential accounting to Core Advisors.
Payroll
Never dread another payroll run again. With Core Advisors, managing employee time off, pay stubs, employee benefits, and payroll tax is all off of your plate now.
Tax
Services
From high net worth tax strategy to tax preparation and filing, our team of specialized dental tax accountants make sure you never pay a dollar more than you legally owe.
CFO
Services
We help you build a dental practice you’re proud of. From KPI setting, to financial projections, onto budgets & revenue strategies, we look ahead for you to maximize profitability and growth trajectories.
Retirement
Planning
While you’re busy running your practice, we’re busy planning for life after it. We make sure your investments, debt management, and exit plans are set up and thriving, so you can look forward to life after work.
Wealth
Management
Never worry about the future with Core Advisors. Our experienced wealth management advisors ensure your portfolio is well-balanced to match your risk and growth needs.
Just a few of our happy clients
We have trusted these wonderful people with our finances for close to 20 years and they have always come through for us. Knowing they have our backs is a great comfort! Thank you Thomas, Katie and all of your colleagues!
Thomas and Katie and the staff are top-notch. We couldn't ask for anything more. They are so smart, thoughtful, hard-working. Their strategies and approach to helping clients are the best. They really care. They communicate everything clearly and with precision. They are always there for you to address questions and doubts or confusion. And they're just great people. Also, they are fun to meet with. You enjoy sitting down with them. I'm not the most knowledgeable person (by a long stretch) when it comes to finance and investing. They make it really accessible and less intimidating or overwhelming. So grateful for them. Thank you.
I have found the owner and staff of Core Advisors to be fantastic. They are knowledgeable, organized, considerate and take the time to help you understand what is happening with your investments. I would highly recommend!
Core Advisors is wonderful to work with. Everyone there is knowledgeable, timely and always willing to help. I can't recommend them enough!
Great organization! Efficient from top to bottom!
We have been extremely pleased with Core Advisors as our financial planner, and tax advisor. Always 3 steps ahead and questions answered before we can ask. Everything is tailored to level of risk and reward, no cookie cut plans here.
Here’s what to expect once you’re onboard
Getting set up with us is easy! Here's what you can expect when we kick off:
You'll meet with your dedicated team to discuss your priorities. Practice growth? Debt pay off? Exit planning? We'll build a plan together.
Our team will get to work on every aspect of your business: daily bookkeeping, monthly payroll runs, and more. It's our responsibility now!
Next, we'll take a look at your personal financial planning. Are you paying yourself enough each month? On track for retirement? We'll align your personal & business goals.
We'll take a look at your business growth goals vs. progress. What goals are you trying to reach? What KPIs should you be tracking to get there? We'll plan your tax & profit strategy for the year.
Finally, we'll tailor your wealth & investment portfolio to your individual level of risk and reward. We'll take into consideration your tax strategy, asset management, and long-term goals to design a custom plan for you.
We're more than a dental CPA. We're a financial partner.
Is it time to try a new way of handling your dental accounting & personal wealth? Book a call with one of our team members to get started: