Ryan Isaac, CFP®

Co-founder / Sr. Advisor

Hey, I’m Ryan. I’ve been a financial advisor to dentists for over 17 years and helped build Dentist Advisors from the ground up with one clear mission: to do this work differently. From the beginning, my passion has been helping dentists make smart financial decisions without the confusion, pressure, or industry “noise” that so often comes with money conversations.

Dentist Advisors’ co-founder, Reese Harper and I shared a vision for creating something better, a company that leads with education, meets people where they are, and helps them move toward what they want most. To me, money is a tool that helps support a life filled with purpose, connection, excitement, and flow.

For me, client success isn’t about chasing the next investment or obsessing over numbers. It’s when life feels aligned. Work feels meaningful, money isn’t a constant source of stress, and there’s space for family, health, friendships, creativity, rest, and joy. Success is owning what money does in your life, not the other way around.

I’ve spent nearly two decades immersed in every part of a dentist’s world, from personal finances to business ownership and beyond. Dentists and money are what I know best.

Outside of work, you’ll usually find me near the ocean. I love surfing, ocean photography, traveling to surf spots around the world, staying active, walking as much as possible, practicing breathwork and meditation, sipping good coffee, and spending time with the people I love.


My Content

Does Your CPA Think Like a CFO? – Episode #400

As costs rise, finances become increasingly complicated. Today the accounting services a practice owner needs must go beyond compliance work...

The Impact of “The Woozle Effect” on Your Finances – Episode #398

Have you heard financial claims repeated so often you know they must be true—yet those claims lack any supporting evidence....

Is this the biggest lie in personal finance?

Even if you’ve heard a claim repeated so often you believe it must be true, if the supporting evidence is...

Real Talk with Rabih: The Pros and Cons of Tax-Loss Harvesting – Episode #396

Not every stock goes up. Luckily, the IRS has approved tax-loss harvesting as a way to help offset capital gain...

How do you use tax-loss harvesting?

Is tax-loss harvesting a strategy for every stock market investor? Be sure you consider these issues before utilizing tax-loss harvesting...

DAP2 #5: A Different Vision for Dentistry with Dr. Ashley Joves – Episode #395

On this episode of Dentists Are People Too, Ryan talks with Dr. Ashley Joves. Business owner, podcaster, “foodie”, dentist, mother...

Does your office lease contain this deadly trap?

If you are considering selling your practice in the future, your lease agreement could actually negatively affect the sale. Here’s...

Could Your Lease Agreement Affect Your Ownership? – Episode #393

Dentists have diverse legal needs whether it’s incorporating; real estate—purchasing, selling, or leasing a building; associate agreements; and don’t forget...

Should You Be Buying Gold?

Join financial advisors Ryan Isaac, CFP® and Matt Mulcock, CFP® and special guest Rabih Dimachki, CFA to explore the advantages...

Why is financial planning opportunity planning?

How does following sound financial principles prepare a dentist for unseen expansion opportunities—and what traps might await if they are...

What Dentists Want to Know — Listener Q&R #1 – Episode #391

What advice would Ryan and Matt give to a startup about how to use their early funding—especially if they find...

Discounts vs Membership: What Do Patients Really Want? – Episode #390

Does the membership plan you use give fee-for-service patients the benefits that they really want? To keep them satisfied and...