Join educated investors who get actionable, evidence-based wealth management insights delivered directly to their inbox.

Financial Solutions for Dentists & Their Families

Enlightened by proven evidence-based investing principles, Dental Wealth Advisors is a fee-based wealth management firm dedicated to guiding clients through a comprehensive, hands-on financial planning process, customized to attain investment goals and secure their financial future.

Learning Center

Taxes Are Everywhere, But So Are Planning Opportunities

  • March 21st, 2018

Wealth Advisor Bill Morgan shares some ways to implement efficient tax strategies as you work your way toward your financial goals. Just hearing the word “taxes” can cause anxiety. After all, taxes are often among the most significant expenses you will face. However, William Morgan, a longtime CPA and a wealth advisor with Buckingham Strategic…

An Alternative Approach to Alternatives: Investing With Even More Style

  • March 21st, 2018

While diversifying across factors might not be as exciting or glamorous as investing in traditional alternatives, Larry Swedroe looks at why it’s more likely to help you achieve your financial goals, as well as some strategies to consider. Traditionally, most portfolios have been dominated by public equities and bonds. The risks associated with the equity…

Financial Spring Cleaning: Life Insurance Audit

  • March 21st, 2018

Tim Maurer shares 5 things to do to make sure your life insurance planning is on track. So much of the maintenance of our personal finances falls into the category of “boring, but important.” But when it comes to life insurance, our subconscious resistance to the topic is further compounded because, unlike retirement or career…

©2018 Dental Wealth Advisors