Expert practitioners deserve expert planning

Personalized guidance for dentists that goes beyond investments.

Does managing your finances come second to managing your practice?

Being a dentist can mean you’re also a small business owner. Altfest has decades of experience working with dentists to optimize their personal and professional finances to take advantage of many available tax-saving and other financial planning opportunities.
As your career evolves, so do your financial planning needs.

While established practitioners may be more concerned with retirement readiness, new dentists are often focused on paying down student debt. Altfest takes a holistic look at your wealth with your life stage in mind to help ensure you're meeting both your immediate and future financial goals.

Get more out of your wealth.

Our specialized advisory team offers expertise in key financial planning and investment services for dentists all under one roof, including:

  • Retirement Planning
  • Investments
  • Business Owner Planning
  • Liability
    Protection
  • Tax Planning
  • Cash Flow & Goal Planning
  • Estate Planning
  • Student Debt Management
  • Real Estate Investments
Knowledge is power.

Altfest is honored to conduct educational programming for a number of dental schools and other organizations on topics impacting dentists at each life stage including:

Invest in your Future.

Using our proprietary Total Portfolio Management (TPM®) tool, Altfest’s investment committee uses your time horizon, expense patterns, and risk tolerance to design a tailored strategy that aligns with your goals.

Founded by a family with a vision for better wealth management.

As a pioneer in fee-only financial planning, Altfest has offered tailored, transparent and objective service since 1983. We don’t sell insurance or financial products, and as fiduciaries, we are committed to putting our clients' best interests first – always.

For over 35 years, dentists have trusted Altfest to grow and protect their wealth. Our continued recognition for excellence in our field is an ongoing reminder of the power of putting clients first.

  • TOP 1,200 FINANCIAL ADVISORS IN THE COUNTRY
    Barron's, 2014, 2015, 2016, 2017, 2018, 2019
  • TOP 100 INDEPENDENT FINANCIAL ADVISORS IN THE NATION
    Barron’s, 2013, 2014, 2015, 2016, 2017, 2018, 2019
  • BEST-IN-STATE WEALTH ADVISORS
    Forbes, 2018, 2019
  • TOP WOMEN WEALTH ADVISORS
    Forbes, 2018, 2019
  • TOP RATED ADVISORS IN NEW YORK, NY
    AdvisoryHQ, 2016, 2017, 2018, 2019
  • 200 LEADING REGISTERED INVESTMENT ADVISORS IN THE U.S.
    Financial Advisor, 2006-2010, 2012-2019



DISCLOSURE:

Forbes’ Top Women Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience & weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

Forbes’ Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained via phone and in-person due diligence interviews, and quantitative data. Advisors who are considered have a minimum experience of seven years. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their business and in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

AdvisoryHQ’s ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate.

Barron’s America’s Top 100 Independent Financial Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluat¬ing advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate.

Barron’s state-by-state listing of America’s Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. There is no fee to participate.

The Financial Advisor ranking of leading Registered Investment Advisors in the US looks at year end assets under management of RIAs, publishing a ranked list by AUM. There is no fee to participate.