# 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 applies a $1,000,000 NET WORTH guideline, not an account or portfolio minimum, and waives it for actively practicing dentists and dental specialists and for children of existing clients.

## Key pages
- Home: https://fauchard.com/
- About: https://fauchard.com/about
- Services: https://fauchard.com/services
- Fees (the published tiered schedule, Form ADV Part 2A Item 5): https://fauchard.com/fees
- 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 (the firm’s published articles): 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
Introductory calls are 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 — the firm’s articles, updated as it publishes (each entry has a title, date, summary and 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. Helpful when a dentist asks what their practice might be worth or whether overhead is in line. 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) 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.