Who we are
Why you need to plan differently
Your finances aren’t generic: high income, a practice worth protecting, and a DSO-driven market make sure of that. They call for counsel built for dentists, not a generalist’s plan and an off-the-shelf portfolio.
One integrated strategy
We integrate investment management, financial planning, practice planning, and retirement income planning into one cohesive strategy to help you reach your financial goals.
Aligned with you, by design
We believe recommendations should be made because they are right for you, not because there is something to sell.
We are independent and fee-only. We aren’t affiliated with a broker-dealer, don’t sell insurance or annuities, and don’t accept commissions or referral fees. No one pays us to steer you toward a particular investment or professional.
Our fees are straightforward. We charge a percentage of the assets we manage, with investment management and ongoing planning included. There are no hourly rates or separate planning bills.
The right team around you
The right professional team matters. We work closely with the accountants, attorneys, lenders, insurance professionals, and other specialists you already know and trust. We stay involved so you aren’t left to coordinate everything on your own.
A relationship for your entire career
We earn trust with straightforward advice, disciplined investment management, and planning built around your practice. Relationships last through a career on those terms.
Common questions
Do you only serve dentists?
Although Fauchard Investments works primarily with dentists and their families, we will consider anyone who meets our account minimum.
Where are you located?
The firm is based in Powell, Ohio, near Columbus.
Do I have to be in Ohio?
No. We will work with clients nationwide, with any required state registration or notice filing completed before we begin working together.
What is your account minimum?
Our account minimum is $1,000,000, waived for actively practicing dentists and dental specialists and for the children of existing clients.
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. The firm advises clients on insurance needs and helps evaluate the appropriateness of coverage being proposed by others.
Are you affiliated with Pierre Fauchard?
No. Pierre Fauchard died in France in 1761. The firm is named in his honor.
Our namesake
Who was Pierre Fauchard?
Pierre Fauchard (1678–1761) was a French surgeon, 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.
The instruments of 1728
The instruments of 2026
See where you stand
Start with a conversation about your practice and the retirement your portfolio is building.