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Dentist Advisors

LinkedInTwitterSouth Jordan, Utah, United States
Industry
financial services
Employees
35
Founded
2007

About

Dentist Advisors is a wealth management firm based in South Jordan, Utah, specializing in financial planning and investment management for dentists, orthodontists, oral surgeons, and high net worth individuals and families. Established in 2007, the firm operates as Aquire Wealth Advisors, LLC and employs a team of 11-50 professionals in the financial services sector. The firm utilizes a proprietary process called Elements™, which analyzes key financial indicators to provide tailored advice. Dentist Advisors offers a range of services, including investment management, personal CFO services, and hourly consulting. Clients benefit from personalized financial planning, ongoing monitoring, and access to tools like a dashboard for tracking finances and updated net worth statements. The firm also provides educational resources, including a podcast covering various financial topics.

investment strategiesretirement planningfinancial planning for dentistsdentist educationcfpdental financial advisordental managementdentist podcastdentistry courseorthodontist educationdental practice managementwealth management

FAQ

What does Dentist Advisors do?
Dentist Advisors is a wealth management firm based in South Jordan, Utah, specializing in financial planning and investment management for dentists, orthodontists, oral surgeons, and high net worth individuals and families. Established in 2007, the firm operates as Aquire Wealth Advisors, LLC and employs a team of 11-50 professionals in the financial services sector. The firm utilizes a proprietary process called Elements™, which analyzes key financial indicators to provide tailored advice. Dentist Advisors offers a range of services, including investment management, personal CFO services, and hourly consulting. Clients benefit from personalized financial planning, ongoing monitoring, and access to tools like a dashboard for tracking finances and updated net worth statements. The firm also provides educational resources, including a podcast covering various financial topics.
What industry is Dentist Advisors in?
Dentist Advisors is in financial services, with 35 estimated employees, founded in 2007.
Who works at Dentist Advisors?
Dentist Advisors's public profile on PitchCentric lists 0 executives with their roles, bios, and podcast appearance history.
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Dentist Advisors | PitchCentric