Why Engage Advisors

At Engage Advisors, we love what we do and it shows. We could write a novel about why dentists should work with us or we could ask our happy dentist clients. Instead, we decided to make a simple list:

Engage Advisors is a one-stop shop for dentists seeking tax & accounting, financial planning, insurance and ownership transitioning services. We can make complicated and stressful tasks predictable, reliable, useful, relevant, empowering and insightful. We use cloud-based technology to give our dental clients control of their numbers and ultimately the insights and support to operate a more efficient and profitable dental practice.

We only work with dentists. Our industry knowledge and expertise are unparalleled and it shows. We have helped solve the issues, problems and concerns that dentists face over and over again. You can choose to work with professionals outside of the dental industry or you can choose to work with professionals that understand you, your profession, your practice and your industry. We hope you’ll choose to work with us.

Most of our new clients are referrals from our current clients. As you know, personal recommendations are a testament to the level of service and value you offer. We currently have over 500 dental clients throughout the nation and we are growing quickly. Our reputation for making dental practices profitable is known in the industry. If you haven’t heard of us, please ask our clients – we’d be happy to introduce you.

Let's work together.