Reese Harper, CFP®

Finance Expert, Keynote Speaker, Author

Meet Reese

Reese Harper is a Certified Financial Planner with a passion for delivering objective and personalized advice based on full picture view of an individual’s overall financial health. His expertise includes portfolio construction, investment management, tax strategy, retirement planning, risk management, and business coaching for entrepreneurs. His proprietary planning methodology called Elements® is used by professionals all over the country to make work optional at an earlier age. He is a regular contributor to financial publications and keynote speaker at events nationwide. In addition to a CFP®, Reese holds CLU® and CHFC® designations from the American College of Financial Services.

Dentistry’s Financial Thought Leader

Reese is the founder and CEO of, the premier wealth management firm for dentists. He is the host of the Dentist Money™ Show and a frequent guest on other influential dental podcasts. Reese is also a regular presenter for dental events across the country and has written several articles for major dental publications like DentalTown, Apex360, Dr. Bicuspid, and Dental Economics.

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Private Consultant

For a select group of high net worth professionals, Reese provides private wealth consulting and business coaching. As CEO of a successful business, a Master of Finance, and recipient of CFP®, CLU®, and CHFC® designations, Reese is uniquely suited to guide successful entrepreneurs through the complexities of investing, estate planning, asset protection, tax planning, and entity dynamics.

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