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

What I Wish I Knew When I Was 22 – Episode 272

Did the money mistakes of your youth bias how you think about investing today? On this episode of the Dentist...

4 Profitability Tips from a Dental Intel Executive – Episode 271

When it comes to increasing profits, what’s the lowest hanging fruit in your practice? On this episode of the Dentist...

3 Ways to Maximize the Value of Your Practice

In this webinar, Ryan Isaac, CFP® hosts Victoria Peterson, CEO of Productive Dentist Academy. Together they will explore how a...

“Listen to Your Heart” Good for Romance, Bad for Investments – Episode 270

Should you trust your “gut instinct” when it’s being manipulated by so many outside influences? On this episode of the...

Brush-up On Your Financial Fundamentals

Join Ryan Isaac & Matt Mulcock for a discussion about the financial basics every dentist should know and understand.

You’ve Reddit in the News; Now Get Our GameStop Take – Episode 269

As you accumulate wealth, you need to know the difference between speculation and investing Hedge funds, financial justice, short squeeze,...

10 Tips For Growing Your Instagram Following

In this webinar, Ryan Isaac, CFP® hosts Blake Hadley, President and Founder of My Social Practice, together they will explore...

When to Switch From a Simple IRA to a 401(k) – Episode 268

Simple IRA or 401(k)? Which retirement plan is best for your dental practice? On this episode of the Dentist Money™...

A Warren Buffett Investment Secret You Can Mimic – Episode 267

If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered...

Financial Advice Dentists Want vs Financial Advice Dentists Need – Episode 266

When it comes to financial advice you may think you know what you need—chances are you’re wrong! Dentists looking for...

How Much Insurance Does a Dentist Need?

Join Ryan Isaac & Matt Mulcock for a discussion about the unique insurance needs of dentists and how they can...

Dumb Things Smart Dentists Do

Join Ryan Isaac & Dr. Rich Madow for a discussion about how to avoid common pitfalls when running a dental...