Business Solutions for Dentists

Finally. A business advisor that gets you.

For more than 30 years the Davis & Hodgdon Advisory Group has served many Vermont dentists, providing them with the services they need so that they can focus on what really matters.

Whether you are just launching or expanding your practice, or perhaps you are ready to begin planning your exit strategy for retirement – we have the perfect set of services to ensure your success!

Dental Practice Services

Our goal is to give you the peace of mind that comes with having a clear, strategic plan for today, your future and the future of your practice!

  • Proactive, not reactive tax planning = no more surprises at tax time. We are committed to uncovering every possible deduction and every possible credit to lower your tax burden.
  • Personalized financial and retirement planning through *Copper Leaf Financial – planning that integrates every aspect of your life. Fiduciary, fee-only financial advice.
  • 401(k) Retirement plan services through Copper Leaf Financial.
  • Bookkeeping and virtual CFO services through Convergent Accounting.
  • Succession planning

Do something wise today

Schedule a time for a free consultation.

* Copper Leaf Financial is an affiliated and separately registered entity.