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financial services
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.
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.
Dentist Advisors has been detected as a sponsor on 1 podcast.
Dentist Advisors has been mentioned across 2 podcasts.
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