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

A Year in the Life of a Dentist Advisors Client – Episode 282

What is it like to be a Dentist Advisors client? On this episode of the Dentist Money™ Show, Ryan and...

Golden Nacho Advice from Dr. Paul Goodman – Episode 281

On this episode of the Dentist Money™ Show, Ryan welcomes the legendary Dr. Nacho, Paul Goodman, for a wide-ranging discussion...

The Laws of Liquidity – Episode 280

On this episode of the Dentist Money™ Show, Ryan and Matt discuss how pivotal liquidity is to a good financial...

4 Unsexy Truths of Comprehensive Financial Planning – Episode 279

When you need to make tough money decisions, it’s critical that you have your financial house in order. On this...

How Much Cash You Should Hold Onto Right Now

Join Ryan Isaac & Matt Mulcock as they discuss the importance of liquidity for dentists and give guidance on how...

When it Makes Sense to Buy Your Practice Location – Episode 278

Owning your practice location is a good investment only if it helps maximize your business. On this episode of the...

The Top 5 Mistakes Practice Owners Make – Episode 277

Don’t let these five mistakes keep you from owning a practice you love. On this episode of the Dentist Money™...

How to Hire and Develop Your Dental Practice A-Team

In this webinar, Ryan Isaac, CFP® hosts Keira Dent from Dental A-Team, as they discuss how to hire and develop...

What’s Your Real Income? Here’s Why Most Dentists Get It Wrong. – Episode 276

Taxable income and gross cash flow. What’s the difference and why is it important? On this episode of the Dentist...

Should You Listen to an Advisor Who Earns Less Than You? – Episode 275

You make a high income, should you only get financial advice from someone who makes as much—or more? Many people...

The Triumphs and Pitfalls of Practice Ownership

In this webinar, Ryan Isaac, CFP® hosts Dr. Michelle Jorgensen, Dr. Greg Guymon, and Dr. Bryan Packard for a discussion...

Learn How One Dentist Found Her Lucrative Niche – Episode 274

From start-up to cosmetics to a niche that was knocking on the door of a DSO sale, it’s one practice...