Watch Intro Series

Cody Murray, CFP®

Financial Advisor

Cody Murray is a CERTIFIED FINANCIAL PLANNER™ professional with a Bachelor’s in Accounting and an MBA from Oklahoma State University. Cody works closely with dentists to build and implement comprehensive financial plans. His extensive financial background includes portfolio management, debt management, tax strategy, accounting, retirement planning, and insurance analysis. With several years of experience providing fiduciary planning services, Cody brings perspective that allows him to deliver advice based on a holistic view of a dentist’s financial profile.


My Content

How Proactive Dentists Plan for Their Children’s Future

In this webinar, Ryan Isaac, CFP® and Cody Murray, CFP® will talk about dentists can plan for their children's future.

Expect the Unexpected: How Smart Dentists Manage Risk

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the kind of risks that are unique...

Join Today

Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our growing collection of on-demand CE webinars (plus a lot more).

Dentist Money™ Membership

$49 / mo

billed annually
($69/mo billed monthly)

A suite of resources to help you organize your financial life and get professional advice whenever you need it.

  • Elements® planning app
  • CFP® advisor coaching ($595 per session)
  • Investing (0.5% AUM fee with no minimums)
  • Clients-only CE trainings, webinars, approved partner list, benchmark reports, and more…

Learn More

Private Wealth Management

1.5% AUM

or lower
(fee minimums apply)

A full service, personalized planning and portfolio management experience for dentists and specialists.

  • Dedicated CFP® advisor (unlimited access)
  • Custom, tax efficient portfolio management
  • Retirement plan optimization
  • Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…

Learn More

Join Today

Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our collection of CE-approved episodes of the Dentist Money Show podcast (plus a lot more).

Dentist Money™ Membership

$49 / mo

billed annually
($69/mo billed monthly)

A suite of resources to help you organize your financial life and get professional advice whenever you need it.

  • Elements® planning app
  • CFP® advisor coaching ($595 per session)
  • Investing (0.5% AUM fee with no minimums)
  • Clients-only CE trainings, webinars, approved partner list, benchmark reports, and more…

Learn More

Private Wealth Management

1.5% AUM

or lower
(fee minimums apply)

A full service, personalized planning and portfolio management experience for dentists and specialists.

  • Dedicated CFP® advisor (unlimited access)
  • Custom, tax efficient portfolio management
  • Retirement plan optimization
  • Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…

Learn More