As a dentist, you’ve invested years in building your skills and caring for patients. But when it comes to securing your financial future, things can get complicated quickly.
You might be wondering, “How do I start planning for retirement?” or “Who can I trust to help me grow my wealth and protect what I’ve earned?”
That’s where the best dental financial advisors who specialize in working with dentists come in.
They understand the unique financial goals and challenges that come with the profession, from managing student debt to building long-term wealth.
Here are three financial advisors we recommend for dentists—each brings something unique to help you reach your personal financial goals, so you can focus on what matters most to you, both in and out of the office.
#1 Top-Rated Dental Financial Advisors: Core Advisors
If you’re looking for guidance that covers your full financial picture—personal wealth, tax strategy, and future retirement & investment planning—Core Advisors might be a great fit. They understand that your goals go beyond just making money; you’re likely thinking about retirement, your family’s financial security, and maybe even legacy planning down the line.
Core Advisors offers personal financial advising with a range of helpful services like tax planning, investment management, and retirement strategies, all designed with dentists in mind.
They also provide support for managing day-to-day financial decisions, so you’re not left juggling everything alone.
Best For:
Dentists who want a well-rounded financial plan that supports both their practice and personal wealth. Core Advisors is ideal for those seeking comprehensive support all in one place, from business tax planning and payroll to retirement and investment management.
What Clients Say:
Many dentists appreciate Core Advisors’ proactive approach and personal touch. As one Google reviewer shared,
“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-cutter plans here.”
Pros
- Full-service advisor for both practice needs (taxes, bookkeeping, CFO services) and personal finance (investing, retirement planning)
- Special expertise in the dental field
- Known for proactive communication and a relationship-focused approach
Cons
- Primarily focused on dentists, so professionals in other fields may find services less relevant
#2 Top-Rated Dental Financial Advisors: Engage Advisors
Engage Advisors is all about simplifying financial planning for dentists, whether you’re just starting out or planning for retirement. Their services focus on personal financial planning, including retirement strategies, investment advising, and tax guidance, making them a solid choice if you’re looking for help on the personal side of finance.
However, they don’t offer services specifically for the financial needs of your practice, like bookkeeping or tax management for your business.
Best For:
We recommend Engage Advisors for dentists who want to simplify financial decision-making while planning for their secure future.
What Clients Say:
Engage Advisors is known for their client-first mindset and clear, approachable advice. One Google reviewer noted,
“Engage Advisors helped me feel so much more confident about my finances. They really take the time to explain things in a way that makes sense, and I never feel like I’m left in the dark.”
Pros
- Clear, straightforward financial guidance
- Focused on personal financial planning for dentists
- Friendly, client-focused approach
Cons
- Limited support for business needs (no bookkeeping, payroll, or tax services specifically for practices)
#3 Top-Rated Dental Financial Advisors: Dentist Advisors
With a name like Dentist Advisors, it’s clear who they’re here to serve. Dentist Advisors focuses on the personal financial side, helping dentists plan for retirement, manage debt, and grow wealth. They’re also known for their educational resources, like podcasts on personal finance topics tailored specifically for dentists.
However, they don’t provide services for practice-level financial management, such as bookkeeping or business tax planning.
Best For:
Dentists who are just starting to explore personal finance and want a partner to guide them through the process, as well as those who appreciate educational resources to support their financial growth.
What Clients Say:
Clients say Dentist Advisors is a fantastic resource, especially for dentists who are new to financial planning. One Google review noted,
“The team at Dentist Advisors has been incredibly helpful. I especially love their podcasts—they’re like a crash course in managing money for dentists.”
Pros
- Focused on personal finance for dentists, with excellent educational resources
- Personalized approach, ideal for dentists new to financial planning
- Podcasts and other resources make financial planning more accessible
Cons
- Doesn’t offer practice-related financial services (no business tax planning, payroll, or bookkeeping support)
How To Choose Your Dental Financial Advisors
Choosing the right financial advisor comes down to finding a good fit for both your personal and professional needs. Core Advisors is an ideal “all-in-one” option if you’re looking for support across your personal finances and your practice, while Engage Advisors and Dentist Advisors focus on personal financial planning, each with its own strengths.
Ultimately, the choice depends on what you need: full-service financial management with Core Advisors, or focused personal financial guidance with Engage Advisors or Dentist Advisors.
Whichever route you choose, working with an advisor who understands the unique challenges of dentistry can make a real difference in building a secure financial future—so you can focus on what you do best: providing exceptional care to your patients.
Until next time!
