Helping Dental Professionals Build Financial Independence Since 1997

You spend day after day focused on assembling the right culture, experience, and team to grow your practice and provide exceptional care. While your expertise is caring for your patients, ours is helping you build the resources needed to live comfortably.

At Hamilton Capital, we have passionately served the Dental community for more than 25 years and are proud to partner with over 150 dental clients across the country. Our approach is both personal and comprehensive. We strategically weave your finances with life’s important milestones to create a carefully orchestrated plan that has both your personal goals and your financial independence at its center.
Experience on Your Side

Who We Are

32 CFP® / ChFC®
and 4 CFA® 
Comprehensive team of advisors assigned to you to help make a plan that works for you
More than a century of collective experience in public and private markets
A battle-tested group that has navigated 5 major market corrections
6 former Chief Investment Officers assembled from
large investment firms
Investment Management

Build, Protect, and Compound Your Wealth

Our dynamic investment management service seeks high-quality, risk-adjusted investment returns by utilizing our proprietary investment process. Your portfolio is curated by our highly experienced and industry-recognized investment team. From there, we layer on meticulous and insightful planning performed by your own team of credentialed, caring advisory professionals.

Who We Serve

  • Individuals
  • Institutions
  • Retirement Plans
  • Outsourced Chief Investment Officer


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