Collier & Associates is a national financial consulting firm established with the sole aim of assisting doctors in the business aspects of their practices. We are proud to be the trusted advisors to thousands of doctors in every state across the nation for nearly half a century.
Collier & Associates, Inc. publishes the bi-monthly C&A Doctors’ Newsletter which has served tens of thousands of subscribers with cutting edge advice on tax savings, investing, insurance, practice management, practice transitions and much more.
Brandon Collier lectures extensively on these subjects to doctors and students at C&A’s own tax-deductible continuing education seminars and as a featured guest speaker at national, regional, state and local dental meetings.
In addition, we prepare qualified retirement plans (profit sharing, 401(k), cash balance) to hundreds of practices around the country. Our plans are designed to maximize the doctors’ benefits with a wide array of investment options while keeping the administration expenses low. We monitor and update these plans continually.
Through our law practice, Collier & McBride, LLC, we assist doctors nationwide with all aspects of practice transitions, including appraisals, associate employment agreements, partnership agreements and outright sale transactions.
The company was founded by Harvey Sarner in 1971. Harvey began his career with the American Dental Association in 1961, and left in 1971 to begin his own law practice. While at the ADA, he served as associate counsel, was instrumental in acquiring the current headquarters building, advised many of its councils, developed the members retirement program and negotiated many of its member insurance programs. When he finally retired in 1987, he was made an honorary member of the ADA in addition to many other honors bestowed on him by professional organizations appreciative of his guidance.
Richard Collier took over the practice in 1987 following a 19-year career in a private practice law firm primarily representing doctors. Richard expanded C&A’s seminar business and developed close personal friendships with hundreds of his clients throughout the country. They valued him for his kindness, intellect and larger than life personality. Richard served on numerous boards of national dental organizations and dental schools. Brandon Collier joined the firm in 2001 after practicing for five years in a traditional law firm. Since 2007 he has been operating the practice and continuing our long tradition of providing expert and trusted advice to doctors.