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

Why is time frame so critical to investing?

Many investors are questioning whether they should follow Warren Buffett’s current strategy of investing in T-bills. Ryan Isaac offers his...

Listener Q&R #3 – Buying a Practice, Warren Buffett, Overhead Insurance – Episode #430

You’re coming out of dental school and thinking of buying a practice? What factors should you consider before making such...

4 Money Must-dos During a Volatile Economy

Worries about inflation and recession continue to remain top of mind for many. Join Ryan Isaac, CFP® and Will Gochnour,...

Is it difficult to build wealth outside of dentistry?

When it comes to wealth accumulation, the slow grind of dentistry can often make it seem tedious. However, Ryan and...

Why Dentistry Remains a Dentist’s Best Wealth-Building Tool – Episode #428

Accumulating wealth throughout a career is a goal for most dentists. But the slow grind of dentistry can often make...

How is buying a practice similar to buying stocks?

There are many types of stocks with diverse characteristics—just like dental practices—which makes it easier to compare how valuations are...

Portfolio Management: The Nuts and Bolts of Stock Diversification – Episode #426

If you took a scientific approach and invested logically, would you know what long-term returns you might expect? That’s exactly...

Why One Big Mistake Can Ruin Your Retirement – Episode #422

“The first rule of an investment is don’t lose money. And the second rule of an investment is don’t forget...

5 Tips for Overcoming the Fear of Investing – Episode #420

Most people have irrational fears, like a fear of flying, of heights, or spiders, or snakes. Fear is a product...

The Many Sides to Stocks: Understanding Factor Investing

Not all stocks are the same. Join Ryan Isaac, CFP®, Matt Mulcock, CFP®, and Rabih Dimachki, CFA, for a live...

4 Places Money Should Go During Uncertain Times – Episode #418

Money comes in and you pay your taxes, debts, and living expenses. Then what? Where should the rest go so...

3 Things You Should Know Before You Buy a Practice – Episode #414

Thousands of dental practices are bought and sold each year. Make the right purchase decision and both your professional and...