Wealth Management

Overview

Wealth Management Services for Dental Practice Owners

We provide a strategic financial planning roadmap to help you navigate the complexities of owning a dental practice and managing your personal affairs – all with professionals from one firm. This saves you time, increases collaboration, and builds efficiency for the long-term.

We offer a financial roadmap for and services to all types of dental practices.

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How it Works

Start-ups

Get started with a foundational financial plan to help you plan for your short- and long-term goals
Implement investment recommendations and strategy based on your time horizon and risk tolerance
Set-up and identify a simple retirement plan for your business with minimal administration such as using a Simple IRA, SEP IRA, Solo 401(k)

Growth

Create a financial plan aligned with your investment strategy to put you in the best position to achieve your goals with tax efficient investments, strategic asset allocation, and tactical shifts.
Get support with risk management including insurance needs analysis and policy reviews.
Optimize your practice’s retirement plan to maximize income, defer taxes, and retain employees: 401(k), Profit Sharing, Cash Balance, Money Purchase.

Retirement Preparation

Collaboration with your tax advisor and attorney to help you make informed decisions.
Help with the sale of your practice so you understand the impact on your financial goals.
Personalized retirement planning with objective reviews, analysis, recommendations, and cash flow projections.
Customized tax efficient investment strategies including asset location and tax loss harvesting.
Guidance for a smooth transition of assets to future generations and/or charitable causes.

Testimonials

What It’s Like Working With EAG Dental Advisors

We pride ourselves on forming close relationships with our doctors and delivering the best client experience possible. Meet some of our clients for yourself and see what they’re saying about being part of the EAG Dental Advisors family.

“EAG has been super attentive month after month and has helped me lower my tax liability substantially…

I’ve been using them for about a year and they will not only break down my numbers monthly but give me an idea of how those numbers stack up against other dentists in my area. This has helped me catch trends I wouldn’t have seen before. An example is my dental supplies expenditure jumped. I thought it was just because the cost of supplies went up with covid. Yes… but mine went up about 30% more than the rest of their practices. I wouldn’t have seen that without their insight. So far, I’m super impressed!”

– Dr. Kyle O’Donnell

“I have always dreaded the lofty task of bookkeeping, paying bills, payroll, watching margins, and keeping tabs on the financial aspects of my business…

I signed on with EAG. Right from the start and they have made my life much easier. They watch EVERY aspect of my business for one very reasonable monthly fee. I always look forward to the quarterly review, with Morgan, where he goes over a detailed report covering every financial aspect of my business. I always know where I stand and never lose sleep about this vitally important component of my business. I couldn’t be happier with EAG.”

– Dr. R. De Rosso

“Super happy with EAG accounting over the past 2 years…

They guided me through my start up dental practice with not only accounting services, but also lots of wisdom from Morgan’s many years of experience. Their reports are informative for a deep dive and graphical for an overall view of how the practice is going. They help benchmark against practices all across the country. Everyone I’ve talked to has always been helpful. The return on investment for their services each month is great. Can’t ask for much more!”

– Dr. Dylan Patrick

“I was first introduced to Morgan and EAG through a friend of mine who trusts this accounting group with his numerous dental practices….

As a doctor looking for my first practice, I’ve found it very hard to find an accountant who would talk me through finding my dental practice and who would show me the same respect as my peers who have more clout than myself (Multiple practice owners). Even though Morgan Hamon is very busy with his much deserved success, he always answers my calls personally and in a timely manner. Morgan and EAG, thank you so much for all the help you have given me. You guys are true legends!”

– Dr. Sean Kerns

“I highly recommend EAG for any dental accounting needs…

I used to be a client of EAG, but I joined a group that has its own accounting team. I appreciated the monthly reports EAG prepared for me. Recently I went through an IRS audit. Cortney quickly responded to all of my questions and sent me the documentation that I needed even though I am no longer a client. Thanks to her help, I was able to get through the audit unscathed.”

– Dr. Trever Keele

“EAG has done a phenomenal job with our personal and business accounting needs…

They really have a pulse on the dental industry and their insight and expertise is extremely helpful and goes well beyond simply preparing profit and loss statements or managing our QuickBooks. We highly value EAGs input as we make strategic decisions in the short, intermediate, and long-term time frames. I would highly recommend EAG for all of your accounting needs. Quite simply, for us, their services are required for us to confidently grow our business.”

– Dr. William Herr

“I would recommend EAG to anyone!

Morgan and his team are responsive, professional, give fantastic advice, and are very organized in their work manner. We are so happy we work with them – thank you EAG!”

– Dr. Lindsay Fabs

“I switched to EAG from another dental specific accounting firm and the difference has been night and day…

The monthly reports are amazing and the onboarding process was effortless and informative. I am totally satisfied.”

– Dr. Benjamin Dunham

“I have been a client for awhile now and I am very pleased with the amount of work, detail and level of knowledgeable folks that work here…

I am given immediate attention to any matter addressed, I am advised and educated as well on what I could or should be doing for my business. Thanks again to Morgan and his fantastic team.”

– Dr. Kyle Daniel

Learn more about EAG Dental Advisors

Set up a no-obligation consultation to discuss how our firm can provide a level of insight and perspective on your dental practice that you have not experienced before.

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Call Us: 303.799.0476

Wealth Management