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

Creating Impact Through Partnership: Elevation Association’s Journey In Dentistry – Episode #570

On this episode of the Dentist Money Show, Jared Hill and Dan Nelson, co-founders of Elevation Association join Matt and...

What You Should Expect From Your Financial Advisor – Episode #568

Are you considering hiring a financial advisor but unsure about what to expect? On this episode of the Dentist Money...

Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence – Episode #560

Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to...

How to Avoid the Pitfalls of Home Country Bias in Investing – Episode #558

Is your investment strategy too focused on your home country? It’s time to broaden your horizons. On this episode of...

Are You Chasing Status Or Building Wealth? – Episode #555

Are you striving for the high-status symbols of success, or are you focused on building lasting wealth? On this episode...

Building Your Child’s College Savings Fund – Episode #550

College costs are rising every year. The projected cost of a four-year college degree in 2035 is estimated to be...

4 Strategies to Save for Your Child’s Education

Over the last two decades, college tuition at private and out-of-state universities has increased by about 40%. Assuming this trend...

4 Rules To Live Your Rich Life – Episode #545

What is the relationship between happiness and wealth? Research shows that a truly rich and happy life is often driven...

Gold Medal Tips for Successful Investing – Episode #543

The Olympics give us a chance to watch world-class athletes, whose precisely planned training programs are four years in the...

Why You Might Regret a DSO Sale – Episode #535

When it comes to a DSO deal and the money that is often involved, it’s hard to be too critical....

How Investment Returns Are Actually Calculated – Episode #533

Getting the right number for your investment returns should be simple … right!? But there are actually several factors that...

What Dentists Spend Money On: Key Insights From the Summit – Episode #530

At the recent Dentist Money Summit, attendees were asked some intriguing questions about their spending habits. Hear what your peers...