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 * Get Started
 * Client Center

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 * Tax & Accounting
 * Financial Planning
 * Ownership Transitioning
   * Practice Ownership Transitions for Dentists
   * Buy Your Dental Practice
   * Prepare to Sell Program
   * Sell Your Dental Practice
 * Dental Practice Consulting
 * About Engage
   * Why Engage Advisors
   * Get Started
   * Our Team
   * Careers
   * DentalPost Jobs
   * Speaker Request
 * Dental Insights
 * Contact Us




MAKING DENTAL PRACTICES PROFITABLE

Make the best financial decision for your dental practice and contact Engage
Advisors today!

Get Started

OWNING A DENTAL PRACTICE CAN BE COMPLICATED.
MAKE IT EASY WITH ENGAGE ADVISORS.

Engage Advisors knows what it takes to run a profitable dental practice – we
work with over 500 financially successful dentists. When you engage with us, we
manage all of your financial details so that you have the insights and time to
make informed decisions. The results are as you would expect – a financially
healthy dental practice with more free time for you and your family.

Get Started


ENGAGE MONTHLY TAX AND ACCOUNTING PLANS

LEVERAGE OUR EXPERTISE & FIT YOUR NEEDS

This monthly package gives you access to our services at a level suited to your
budget.

DENTAL
ESSENTIALS

This monthly package takes a deeper dive into your business finances and helps
run an efficient practice.

DENTAL
PLUS

This monthly package gives you complete access to an outsourced CFO and Engage
Advisors team of experts.

DENTAL
CFO


WHAT OUR
CLIENTS ARE SAYING

"The team at Engage Advisors is very professional and knowledgeable. They have
helped me navigate through some pretty rough waters and have allowed me to focus
more on caring for my patients than taxes, accounting, and financial planning."

- Joe Moon, DMD, Moon Orthodontics

"I worked with the team at Engage Advisors during my practice purchase, they
were extremely helpful in evaluating the finances of the office I was interested
in. Since then, I have continued to use them for day-to-day financial
advice/planning, billing, payroll and tax services. They have a great team!
Highly recommend."

- Jon Smith, DDS, Boulder Canyon Dental

"Engage Advisors have been a great asset to my practice, their knowledge and
expertise allow me to focus on being a dentist, knowing that the accounting and
financial planning side of my practice is in good hands."

- David Koepsel, DDS, East Wichita Dentist

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LET'S WORK TOGETHER

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KANSAS CITY

7285 W 132nd St, Suite 140
Overland Park, KS 66213
913-681-1350

SAN DIEGO

2020 Camino Del Rio North, Suite 610
San Diego, California 92108
619-299-6161

CHICAGO

1 Tower Lane, Suite 2050
Oakbrook Terrace, IL 60181
708-447-8399

TAMPA

1799 N Belcher Road, Suite A
Clearwater, FL 33765
727-724-0949


Disclosure: Engage Wealth Advisors, LLC is a registered investment adviser.
Advisory services are only offered to clients or prospective clients where
Engage Wealth Advisors, LLC and its representatives are properly licensed or
exempt from licensure. This website is solely for informational purposes. Past
performance is no guarantee of future returns. Investing involves risk and
possible loss of principal capital. No advice may be rendered by Engage Wealth
Advisors, LLC unless a client service agreement is in place.

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