Who We Are

20+ years of turning practice owners into multi-millionaires

We’re practice strategists, tax managers, accountants, and financial planners who take the time to get to know you, your spouse, and your dental practice.

That’s why you can rest assured that we’ll look at your financial picture from every angle to craft a unique strategy that puts you on the path to lasting prosperity.

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Four Quadrants Advisory Jason Smith and Brogan Baxter

Our Mission: Putting Clients & Results First

We built our firm around what our clients need

The Four Quadrants Team

  • Directs business advice
  • Plans personal finances
  • Masters accounting & taxes
  • Improves cash flow
  • Actively manages investments
  • Helps with practice transitions
  • AND MORE

Bringing Everyone Under One Roof

When Jason Smith founded our privately held national advisory firm in 2004, his top priority was to keep the client at the center of everything we do. We specialize in the financial frustrations of practice owners to provide a single team that works towards the same goal of making dentists more successful. That mission continues today under the continued leadership of President & CEO Jason Smith.

We provide a high-touch concierge approach to help identify trends and practice inefficiencies to get you on track to becoming a multi-millionaire. We take it a step further by creating a custom plan that's just for you. Better yet, we implement the plan for you so you can focus on what's important to you.

How We Work

We dig deep into your personal and professional finances to tailor a strategic plan—one that puts you on the path to the retirement you’ve always dreamed of.

One that puts an end to cash flow frustrations and tax-time surprises. One that brings success to your succession plan.
Drs. Linda and Rob Pellosie with Stacy Phillips

Focus on What Matters Most. We Advise on Everything Else.

Since our founding over 20 years ago, we’ve prioritized creating lasting relationships with our clients and their families. This commitment means we aim to be your holistic advisor, the first call for any issue—from optimizing your tax plan to navigating complex personal challenges. We offer an unparalleled client experience where our advice accounts for your entire life, freeing you to concentrate on your core priorities.

See Our Services

Why work with Four Quadrants Advisory?

Full Service Advisors

We do comprehensive financial planning, investment management, tax & accounting management, and retirement planning, and will coordinate with other professionals as needed.

Company Experience

We have been managing wealth for dental practice owners for over 20 years. Our staff have varied backgrounds in banking, securities, and finance.

Independence

We are an independent financial services firm, focused on your best interests. Unlike banks and most broker-dealers, we do not limit the services and investments that our representatives can recommend.

Employee Accessibility

Unlike some larger firms, you can reach out to us as often as needed. We encourage our clients to call us regarding all financial matters.

Client Commitment

We value our clients and seek to build long-term relationships. We will guide you through life's transitions and often work with multiple generations within a practice.

Boutique Comprehensive Solutions

We pride ourselves on personalized service. We advise on a full breadth of needs that practice owners face.

Let's have a  complimentary, no-obligation conversation

Your firm foundation starts with a phone call. Let our experienced advisors help you navigate the complexities of investing, retirement planning, and wealth management. Take the first step by filling out our form.

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