For dentists, the line between personal finances and practice operations is often blurred. As both financial advisors and practice consultants, Troy and Advisory Resource Group take a holistic approach—integrating the success of the practice with each client’s personal financial plan.

We work with dentists at every stage: from acquiring or starting a practice, to optimizing operations, to coordinating a successful transition into retirement. Our role is to help clients develop and implement strategies that align both their professional and personal goals.

Advisory Resource Group is a fee-based, independent Registered Investment Advisor specializing in dental and medical professionals since 2003. By working almost exclusively with dentists, we bring a deep understanding of the unique challenges and opportunities they face. Much like patients seek specialists, our clients value our focused expertise and experience in situations just like theirs.

Our process begins with gaining a thorough understanding of each client’s situation. From there, we develop a comprehensive plan that reflects both personal and practice objectives. We then coordinate with a network of trusted professionals—including transition consultants, practice management experts, attorneys, CPAs, and lenders—to help execute that plan effectively. Curating and managing these relationships is a key part of the value we provide.

To schedule an introductory conversation at no cost or obligation, email admin@advisoryresourcegroup.com.

Dental Resource Group

Learn more about the Dental Resource Group