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

The Dentist Money™ Show Celebrates 300 Episodes – Episode 300

What has been your favorite episode? Find out if it was one of our most downloaded podcasts. In our first...

Why Story-First Marketing Attracts New Patients – Episode 299

People love stories. Stories are engaging and relatable. Is there a story you could tell about your practice that would...

7 Mistakes Dentists Make that Ruin Retirement – Episode 298

Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a...

What Should You Do if a DSO Offer Comes Your Way? – Episode 297

Why DSOs are expanding so rapidly is a hot topic. About 20% of present practices are group practices, a number...

What Dentists Want to Know — Listener Q&A #20 – Episode 296

Investments are the focus for all three questions on this listener Q&A episode of the Dentist Money™ Show. Ryan and...

How Dentists Can Pick the Right Retirement Plan

In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the challenges dentists encounter when picking a...

Creating Authentic Marketing That Connects with Joshua Scott

In this webinar, Matt Mulcock, CFP® hosts Joshua Scott, CEO of Studio EightyEight. Together they discuss how dentists can improve...

What’s the Very Least You Should Save? – Episode 295

A live-for-today lifestyle (or a desire to finance a dream house) has some dentists asking, “What’s the minimum amount I...

How to Fight Off Common Money Distractions – Episode 294

With so many things to worry about as you build your career, do you have trouble living in the moment?...

The Basics of Building an Investment Portfolio

In this webinar, Matt Mulcock, CFP® and Jake Elm, CFP® will talk about dentists can build an Investment Portfolio to...

I Bought Permanent Life Insurance, Now What? – Episode 293

Is buying permanent life insurance a permanent mistake? On this episode of the Dentist Money™ Show, Ryan and Matt look...

Strategies to Use for Kids Savings – Episode 292

There are many demands that are placed on your money. Should saving for your children’s future be one of them?...