About Four Quadrant Wealth Advisors, Inc.
<p>Built around the financial realities of dental practices, Four Quadrant Wealth Advisors, Inc. (also known as Four Quadrants Advisory) works with dental practice owners and specialists on planning tied directly to practice cash flow, taxes, and long-term retirement goals.</p> <p>Founded in 2004 and headquartered in Carmel in the Indianapolis metro area, the firm combines tax planning, investment management, and practice transition planning so clients have one team coordinating decisions. It reports $0.1B in assets under management (2026).</p> <p>Four Quadrant’s advisors include CFP® professionals, CPAs, and financial analysts. The firm also provides 3(21) fiduciary services for retirement plans and works with dentists in more than 40 states.</p> <p>One clear differentiator is its dental-only focus, which shapes everything from overhead and compensation planning to retirement plan design. The firm also hosts The Millionaire Dentist™ Podcast with practical discussions on taxes, cash flow, and retirement savings for dental professionals.</p> <ul> <li>Dentist-focused financial planning and wealth management</li> <li>Tax strategy and coordination with practice financials</li> <li>Practice transition and exit planning</li> <li>3(21) fiduciary support for retirement plans</li> <li>Education content via The Millionaire Dentist™ Podcast</li> </ul>
Website: https://www.fourquadrantsadvisory.com/
Founded: 2004
Office Locations
- Carmel, IN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $134.9M