Matt Mulcock, CFP®

Dental-specific financial guidance makes all the difference.

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Dentist Advisors Matt Mulcock, CFP®
South Jordan, UT

Serving Clients Nationwide

Dental-specific financial guidance makes all the difference.

5 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

Areas of Focus

  • Budgeting
  • Buying a House
  • Career
  • Cash Flow
  • Education Tax Planning
  • Estate Planning
  • Exit Planning
  • Family and Money
  • Financial Life Planning
  • Getting out of Debt
  • Giving
  • High Net Worth
  • Insurance
  • Investing
  • Investment Management
  • Money Psychology
  • Owning a Business
  • Public Service Loan Forgiveness (PSLF) Advising
  • Retirement Planning
  • Saving
  • Saving for College
  • Setting Up Retirement Accounts
  • Taxes

About Matt Mulcock, CFP®

Matt Mulcock is a CERTIFIED FINANCIAL PLANNER™ Professional who spent five years as an Investment and Financial Consultant for one of the largest asset managers in the world before transitioning to Dentist Advisors in 2018. His expertise includes portfolio construction, investment management, retirement planning, insurance, debt management, and tax reduction.

Matt is co-host of The Dentist Money™ Show and host of Dentist Money's Two Cents podcast.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®

Primary Location

879 Baxter Drive South Jordan, Utah 84095

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to visit our website. Then complete the form to schedule and choose a time for a complimentary 45-minute meeting. During the consultation, we’ll spend time learning about your current financial situation, show you how we help dentists get organized, make a plan, stay in control of their finances, and discuss whether we would be a good fit for each other. We look forward to speaking with you.

Offers Investment Management

Yes

About Dentist Advisors

Dentist Advisors is a commission-free, fiduciary advisor offering financial planning and investment management exclusively for dental professionals. Dentist Advisors is the creators of The Dentist Money Show™, the #1 finance podcast for dentists. Dentist Advisors provides financial education and tools to empower dentists to make smart financial decisions.

Education

Utah Valley University

Hobbies and Interests

  • Exercising
  • Family
  • Gardening
  • Reading
  • Skiing
  • Sports
  • Writing

Who We Serve

  • Dentists

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 10, 2025
I’ve been with Aquire/Dentist Advisors for about 16 years or so now. Reese, Matt, Ryan and everyone else who works with them are top notch. They are trustworthy and thorough, not just trying to sell me life insurance or other products. Their Elements platform should be the industry standard for any financial advisor and will 100% help anyone who is wanting a better grasp on their financial wellbeing. I highly recommend them to everyone!
Relationship to Financial Advisor: Client as of Apr 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Branton Richter
Branton Richter

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 16, 2024
I love Dentist Advisors. I have been a client for maybe 6 years or so. Can't say enough good things about them. I appreciate how thorough they have been. They keep all of my finances, loans, insurance and everything else well organized. I love their dashboard that gives me a quick snapshot anytime I want. They are not pushy and I have never felt they are trying to sell me anything. I am able to reach out whenever I want and get their thoughts on a purchase, or whatever situation I am in. Recommend a thousand times over!
Relationship to Financial Advisor: Client as of Apr 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Daniel Johnson
Daniel Johnson

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 21, 2022
I am so grateful to have found Matt Mulcock with Dentist Advisors! We are only a few months in since starting with them and we are so much more organized. I feel like I have such a better handle on how the dental office is is actually doing, where we want to be and how we are going to get there. Matt is so patient with explaining things and presenting options in a way I can understand. He is so on top of everything so I don't have to be. I know that he will get things done. I highly recommend them to anyone that feels overwhelmed and doesn't really know what to do. I trust them completely and am so happy with the direction we are headed now. Great work Matt!!!
Relationship to Financial Advisor: Client as of Mar 21, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Scott and Carlie Stanfield
Scott and Carlie Stanfield

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 1, 2020
I have been a client of Aquire/Dentist Advisors for more than 10 years. I am so much further ahead on my retirement savings with their help. Reese and his crew are outstanding with their customer service. Their advice is not generic. It has always been tailored specifically for my needs each year. Highly recommend them.
Relationship to Financial Advisor: Client as of Jul 1, 2020
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jamey Watson
Jamey Watson

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 13, 2020
I'm and investing client only, but these guys and gals are 100% legit for dentists. Very good common sense no crazy dogma preached here. Plus 100% fiduciary is very good! 100% transparent dealings and fees!
Relationship to Financial Advisor: Client as of Feb 13, 2020
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ken L
Ken L