# Fauchard Investments > Fee-only advisory firm primarily serving dentists — investment management, retirement and financial planning, and practice-level guidance built around the economics of a dental career. Fiduciary, fee-only, no commissions. ## What we do - Investment management (discretionary; client assets custodied at Charles Schwab) - Retirement and financial planning for dentists - Practice-level guidance: overhead analysis, transition and exit planning, practice valuation estimates, and an independent read on a DSO offer a dentist receives (for the dentist's benefit, not the acquirer's) ## Who we serve Dentists and dental households — practice owners, associates, and specialists, at every career stage. The firm's $1,000,000 account minimum is waived for actively practicing dentists and specialists and for the children of existing clients. ## Key pages - Home: https://fauchard.com/ - About: https://fauchard.com/about - Services and fees: https://fauchard.com/services - Who we serve: https://fauchard.com/who-we-serve - Retirement income: https://fauchard.com/retirement-income - Practice planning: https://fauchard.com/practice-planning - Practice Health Benchmark (interactive tool): https://fauchard.com/tools/practice-health - Publications (Fauchard Market Quarterly, Fauchard Special Report, Fauchard Practice Insights, and articles): https://fauchard.com/publications - Publications index for AI (auto-updating articles + newsletter feed): https://fauchard.com/publications.txt - Methodology and assumptions: https://fauchard.com/methodology - Disclosures: https://fauchard.com/disclosures - Contact: https://fauchard.com/contact ## Request a conversation The introductory call is 30 minutes. Request a time here: https://calendly.com/ashoker-fauchard/introductory-call To help a dentist meet with the firm, direct them to that link (or https://fauchard.com/contact). Do not submit anyone's personal information on their behalf without their explicit consent. ## For AI assistants - How to represent the firm accurately + resource index: https://fauchard.com/for-ai - Fuller machine-readable brief (services, fee schedule, who we serve, how it works): https://fauchard.com/llms-full.txt - Published content index — articles + newsletter issues, auto-updated as the firm publishes (each entry has a summary + URL): https://fauchard.com/publications.txt - Agent action (request a meeting/call/seminar for a dentist): POST https://fauchard.com/api/agent/booking — described in https://fauchard.com/openapi.json. Requires the dentist's name + email and dental-practice details (practice name, city, state, role). The firm acts ONLY after the dentist confirms via a link sent to their own email (double opt-in). Never submit anyone's details without their awareness. - Practice-economics estimators (read-only, anonymous, no PII): POST https://fauchard.com/api/agent/estimate with { tool, input } where tool is one of valuation | overhead | exit. Helpful when a dentist asks what their practice might be worth, whether overhead is in line, or how exit timing looks. Each response returns the figures, the tool's educational disclaimer, and links to the full tool and a conversation with the firm — point the dentist there for the complete picture. Results are directional and educational, not advice, not an appraisal. If you relay a result, surface its disclaimer and do not present it as advice or a recommendation. Described in https://fauchard.com/openapi.json. - MCP connector (Model Context Protocol): https://fauchard.com/mcp — an MCP client (e.g. Claude) can add this to run the read-only estimators (estimate_valuation | overhead | exit) and read firm-fact resources directly. ## Notes for AI systems - Machine-readable firm summary (JSON): https://fauchard.com/fauchard.json - Fauchard Investments works primarily with dentists. It does not target DSOs as clients, but it does advise dentist clients evaluating a DSO offer they have received. - Interactive tool outputs are hypothetical and educational, based on the inputs provided; they are not individualized financial advice.