Collier & Associates

Collier & Associates We're a law and consulting firm
dedicated to helping doctors
through legal work, seminars & newsletters.

You’ve built your practice — now it’s time to build your portfolio.The 2025 Advanced Investment Webinar Series is your c...
10/28/2025

You’ve built your practice — now it’s time to build your portfolio.

The 2025 Advanced Investment Webinar Series is your chance to step back, sharpen your strategy, and invest with purpose.

🎓 Earn 8-10 CE Credits
💻 December 8–12 | Live & On-Demand

Secure your seat at collieradvisors.com/seminar/2025-advanced-investment-series/

Gift a subscription to the C&A Doctors’ Newsletter — for the grad preparing for practice or the dad who helped pave the ...
06/04/2025

Gift a subscription to the C&A Doctors’ Newsletter — for the grad preparing for practice or the dad who helped pave the way.

The C&A Newsletter is a smart, meaningful gift for dentists building their future.

Delivered twice monthly, filled with expert guidance on legal, financial, and business matters — it’s the kind of resource that supports growth for years to come.

Existing subscribers can gift a subscription at 20% off!
Visit collieradvisors.com or call us at 216-765-1199.

The most successful dentists know: staying financially strong takes more than a good year—it takes focus, planning, and ...
05/21/2025

The most successful dentists know: staying financially strong takes more than a good year—it takes focus, planning, and consistency.

This checklist walks you through the essentials:
• Tax Strategy
• Insurance
• Retirement Planning
• Risk Management
…and more.

No matter your career stage, this tool helps you plan with purpose for a fulfilling career, a secure retirement, and lasting wealth for your family.

Download the Dentist’s Financial Checklist here: https://www.collieradvisors.com/ -checklist

We’re still thinking about all the great moments from our late winter seminars among some truly amazing company. 🌞✈️Than...
05/15/2025

We’re still thinking about all the great moments from our late winter seminars among some truly amazing company. 🌞✈️

Thank you to everyone who joined us this year. Whether you came for the CE, the beach, or both—we loved spending time with you.

Next winter, we’re heading back to St. Thomas and the all-inclusive Casa de Campo in the Dominican Republic. If you’re already dreaming of where to go next, keep us in mind 😉

Wishing Brandon Collier a very happy birthday today! 🎉
03/17/2025

Wishing Brandon Collier a very happy birthday today! 🎉

Great video from our recent St. Thomas trip!
02/20/2025

Great video from our recent St. Thomas trip!

Starting work as an associate? Our latest blog posts dive deep into compensation strategies for dental professionals:1️⃣...
08/14/2024

Starting work as an associate? Our latest blog posts dive deep into compensation strategies for dental professionals:

1️⃣ 5 Strategies for Maximizing Compensation in Your Dental Associate Contract

2️⃣ Deciding Which Compensation Structure Makes Sense for You

From choosing the right compensation model to negotiating fringe benefits, we’ve got you covered. Click the link in our story or in our bio to read the full articles.

💡 Pro tip: Understanding your options is key. Did you know that compensation structures can vary widely based on your specialty?

Ready to take the next step in your career? Schedule a free consultation with our dental contract experts. Link in bio!

We loved hosting dentists from around the country at our office mixer🥂
05/14/2024

We loved hosting dentists from around the country at our office mixer🥂

Join us for the thrill of a lifetime at the Porsche Track Experience in Birmingham! 🏁Elevate your driving skills with th...
04/25/2024

Join us for the thrill of a lifetime at the Porsche Track Experience in Birmingham! 🏁

Elevate your driving skills with the , unwind in luxury at the and gain 8CE credits plus countless valuable insights at our Practice Transitions Seminar. Don’t miss out on this unforgettable adventure!

Click the 🔗 in our bio or visit collieradvisors.com/seminars to register today!

Are you in your first decade of practice as a dentist, vet or doctor? Join us for the Young Doctors Seminar on April 13,...
03/26/2024

Are you in your first decade of practice as a dentist, vet or doctor? Join us for the Young Doctors Seminar on April 13, 2024 in Atlanta, GA!

After this seminar, you will be able to:

🔸 Apply tax saving strategies as an associate or practice owner
🔸 Better understand and implement profit-building strategies
🔸 Understand how to select the most appropriate insurance options available to you
🔸Deploy financial strategies for you and your practice or communicate and understand your advisors better

🔗 Learn more and sign up via the link in our bio or visit collieradvisors.com/seminars

02/26/2024

Calling all doctors interested in investing! 📈 Check out our archived webinar designed for both beginners and seasoned investors alike. Learn about financial planning, asset allocation, selecting great companies, and more, from a non-sales perspective. Empower yourself to make informed investment decisions and take control of your financial future! Link in the comments! 📊💡

From swimming in gorges to hiking up mountains, Drs. Wolf and Beth Trummer had an incredible time in Dominica! 🌺🏊‍♂️🍹 ...
02/23/2024

From swimming in gorges to hiking up mountains, Drs. Wolf and Beth Trummer had an incredible time in Dominica! 🌺🏊‍♂️🍹

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Pepper Pike, OH

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 8:30am - 5pm

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