

About McGill and Lyon Dental Advisors
At McGill and Lyon Dental Advisors, we’re a team of specialized professionals dedicated to serving dentists and dental specialists with expert tax, business, financial planning, practice transitions, and brokerage services. Our mission is simple: to help you reduce your tax burden, build wealth, grow your practice, and reach financial independence—without unnecessary complexity!
With over 40 years of experience in the dental industry, we offer guidance tailored to your unique needs and goals. Whether you’re just starting out, growing your practice, or preparing for retirement, we’re here to support you at every stage with strategic advice that aligns your practice, your wealth, and your future.




What Sets Us Apart
- Exclusive Focus on Dentists and Dental Specialists – We understand the financial challenges that uniquely affect practice owners and provide solutions that work specifically for your industry.
- Holistic Approach – We integrate tax strategy, financial advisory services, and business consulting, to create seamless plans for your success.
- Independent & Privately Held – Unlike firms influenced by corporate ownership, our advice is always in your best interest.
- Transparent Fees – With us, you won’t be hit with hidden charges. We’re transparent and honest about our pricing for advisory services that will help you achieve your goals.
Our Mission & Values
Our goal is to simplify your financial and business planning so that you don’t make costly mistakes at any stage of managing your practice. We strive to help you maximize your tax savings, optimize your practice profitability, and create a sound financial blueprint by prioritizing:


We build long-term relationships based on transparency and ethical practices, fostering trust, accountability, consistency, mutual respect, communication, reliability, and shared success.
Just like each of your patients, every practice is different, and we ensure our strategies align with your specific goals and challenges.
With decades of specialized experience, we provide comprehensive advice to improve your financial health, optimize your business strategies, and grant you peace of mind.
Meet Our Advisors
Each advisor brings deep expertise and a personal commitment to helping dentists thrive—professionally, financially, and personally. Get to know the people who are dedicated to guiding your success.




Continuing Education & Resources
We’re committed to keeping our clients informed and ahead of industry trends. Explore our
educational resources:
Seminars
- Learn directly from our experts and earn CE credits at our in-person seminars. Choose from our extended list of courses and destinations.
Speaking Engagements
- Find a speaker with unique insights and expertise to share invaluable information with your dental society or study club.
The McGill & Lyon Dental Advisory
- Join thousands of other doctors in getting exclusive financial and business insights from our monthly newsletter and online resource center.
Podcasts
- Check out episodes of Drilling it Down or NextGenDDS on Spotify or Apple Podcasts. Enjoy full episodes when you become a member of The McGill & Lyon Dental Advisory!


Let’s Secure Your Future
Partner with McGill and Lyon Dental Advisors so you can worry less as you take control of your financial success. Whether you’re looking to reduce your tax burden, expand your practice, or plan for a smooth transition, we’re here to guide you every step of the way.