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

3 Fitness Principles That Will Improve Your Finances – Episode #523

There are numerous correlations that can be drawn between maintaining good physical health and building your wealth. And while the...

Financial Advisors vs AI: The Power of Human Insight – Episode #520

Everyone seems to be worried about the threat of artificial intelligence on jobs in the future. Funny thing though, it...

Maximizing Returns: The Role of Time in Investing – Episode #515

Our brains are wired to think linearly. As a result, the long-term returns of some investments often surprise us. But...

Why Less Is More: Insights from ‘The Paradox of Choice’ – Episode #513

Everyday decisions have become increasingly complex due to the staggering number of options we have. In his seminal work, The...

IRS Warns of the “Dirty Dozen” Bogus Tax Schemes – Episode #510

Each year the IRS sends out its “Dirty Dozen” list of tax schemes. It’s a warning to taxpayers to shun...

Beyond a Resume: Rethinking the Hiring Process – Episode #507

When hiring, does past practice experience eclipse key performance factors like learning speed and the ability to handle stress? In...

In Pursuit of a Balanced Life: Wealth vs. Health – Episode #504

The grueling path from dental school to successful ownership includes an extreme swing from being cash-strapped to being flush with...

How AI Can Enhance Dental Care Delivery – Episode #502

New technology is increasingly crucial for dentistry as it enhances efficiencies and patient care resulting in increases to both revenue...

Risks You Don’t See Coming: A Review of “Same as Ever” by Morgan Housel – Episode #501

On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty...

The Essential Building Blocks of Estate Planning – Episode #498

As a practice owner, you need to think about how to transfer your business in the event of death or...

Reimagining Retirement: Strategies for a Fearless Transition – Episode #496

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and...

Financial Fundamentals for Dentists

Unsure about how to start organizing your money and investments? Feeling overwhelmed by financial jargon? Whether you’re a recent graduate,...