About Fauchard Investments
Fee-only investment management and financial planning for dentists.
Founder
Alexander Shoker, CIMA®, MA Economics
“I founded Fauchard Investments with my wife, Lauren, to serve dentists based on the belief that niche specialization produces better outcomes for clients, and dentists would benefit from a fee-only advisor that doesn’t sell financial products for commissions. By integrating investment management, financial planning, and practice planning under one fiduciary roof, we aim to help our clients sleep better at night knowing that someone is actively looking after their financial future.” – Alex Shoker
Alex graduated from Hillsdale College with a BS in Economics, before moving to New York City to be an equity trader. After a corporate career in technical knowledge management, he moved back to the Cincinnati area to be a Wealth Manager, where eventually he was primarily responsible for executing the trades and day-to-day management of $400 million AUM.
During that time, Alex earned a master’s in economics from George Mason University, acquired a CIMA certification from the Investments & Wealth Institute, and learned the art of low-cost portfolio management using fundamental investment tools like individual bonds and stocks, and their advantages over elaborate, complicated high-fee products.
Outside of the office, Alex enjoys spending time with his wife, Lauren, and their four children. The family relocated to Powell, OH in 2025 and is enjoying getting to know the area and exploring Columbus. Alex also enjoys trap shooting, exploring the woods with his kids, and travel.
Director of Client Development
Lauren is usually the first person you’ll talk to at Fauchard. She gets to know you and your family, answers your questions about how we work, and sets up your first meeting with Alex. Lauren takes point on managing seminars, webinars, and conferences, and works with dental societies, banks, and other firms.
After graduating from DePaul University with a BS in Finance, she spent five years at Deloitte in Chicago as a tax consultant working on federal tax credits. She later stepped away from her career to raise her four children, so she knows firsthand what it takes to balance a career and a young family.
When she’s not working, she enjoys cooking, exploring the local farmers markets, and working on house projects.
Fauchard Investments
We believe that your lifetime of work is only able to translate into a comfortable retirement if the portfolios you worked so hard to build are well structured and suited to your individual circumstances, generating the income you need and providing the security you want. That level of customization is hard to achieve using turn-key investment models packed with firm-owned products and funds. That is why custom portfolio construction using the fundamental units of markets, individual stocks and bonds, is central to Fauchard’s retirement income focused portfolio construction process.
As a fee-only firm that never earns commissions or sells products, we are here to help you navigate the world of insurance as efficiently as possible, trying to minimize your fees along the way. In our view, insurance is never an investment. It is a sometimes essential hedge when the cost of the risk is unacceptable. We believe strong-income professions like dentistry offer ample opportunity to self-insure so more money stays with you and less goes into the pockets of an insurance salesman.
How we are built
Fauchard is completely independent, unaffiliated with brokerage firms or insurance providers. We retain Charles Schwab as our custodian, meaning our clients’ accounts are held there while we retain the ability to manage them directly. As discretionary wealth managers, we are able to invest your money in whatever way we think is best for your circumstances, and being independent, we don’t have to answer to a distant investment committee that doesn’t understand your needs.
We work with your accountants, lawyers, transition specialists, bankers, and insurance providers to coordinate and implement your unique financial plan that has been designed around your life and goals as a dentist. And if you need help finding a new provider, we want to help match the right professionals with you, whether they’re local or on the other side of the country. We have built our firm from the ground up to work for our clients and to put their interest first.
Would you like a second opinion?
Whether you work with an advisor already and are interested in getting a second opinion, or are just now looking to establish a relationship, we would be happy to give you some of our time to conduct a complimentary portfolio and retirement-readiness review to help you get a feel for where you stand and the direction you’re going.
Our namesake
Who was Pierre Fauchard?
Pierre Fauchard (1678–1761) was a French surgeon-dentist, and the man who made dentistry a profession.
In 1728 he published Le Chirurgien Dentiste, the first book to set dentistry out as a complete field. It described the anatomy and the diseases of the mouth, the instruments, the operative techniques, and the prosthetics, and it did something more consequential than any single technique in it: it rejected the belief that decay was caused by a “tooth worm” and pointed instead at sugar. He wrote down what worked, argued from what he had observed, and published it openly at a time when practitioners guarded their methods as trade secrets.
That openness gave dentistry a literature, a shared body of knowledge, and its place among the medical professions, where it has stayed ever since.
Fauchard Investments is named in his honor.
Common questions
Do you only serve dentists?
Although Fauchard Investments works primarily with dentists and their families, we will consider anyone who meets our net worth guideline, and we may waive it for persons affiliated with the dental industry.
Where are you located?
The firm is based in Powell, Ohio, near Columbus.
Where are your clients located?
We work with clients nationwide.
Is there a minimum?
Yes, but we waive our minimum for actively practicing dentists and the children of clients. We may also waive our minimum for persons affiliated with the dental industry. Otherwise, our standard minimum is $1 million net worth.
Where are my assets actually held?
Our primary custodian is Charles Schwab, though as an independent adviser we continue to evaluate custodian options for our clients.
Do you sell insurance products?
No. Fauchard Investments does not sell, place, or earn commissions on insurance products of any kind. We advise clients on insurance needs, help evaluate the appropriateness of coverage, and help shop for policies as needed.
Are you affiliated with Pierre Fauchard?
No. Pierre Fauchard died in France in 1761; we are neither French nor from the 1700s. The firm is named in his honor.
See where you stand
Start with a conversation about your practice and the retirement your portfolio is building.