Reese Harper, CFP®

Dentistry’s Financial Thought Leader

Dental Finance Expert

Reese Harper is the founder and CEO of, a registered investment advisory firm which focuses exclusively on dentists and specialists. His proprietary planning methodology called Elements® is used by dentists across the country to track their progress toward financial independence. Reese is also host of the Dentist Money™ Show podcast, a regular contributor to major dental publications, and a popular speaker at dental conventions, continuing education events, and dental districts all over the U.S.

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Dental Keynote Speaker

4 Keys for Dentists to Achieve Financial Independence

Did you know dentists rank among the highest-earning professionals in the nation, yet they retire six years later than the average American?

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5 Steps to Better Investment Performance

Why does the average investor underperform market-index returns by more than 3% over a given decade?

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Host of

on iTunes

What You Need to Know Before You Expand Your Practice – Episode 127

How did this dentist go from associate to a 28-operatory multi-speciality practice? In this episode of Dentist Money™, Reese interviews...

What Dentists Want to Know — Listener Q&A #4 – Episode 126

Is there a “right way” to pay your family members through your business? When is it the right time to...

Four Harmful Investment Behaviors and How to Avoid Them – Episode 125

What do guinea worms, selfies, and sharks have to with behavioral finance? You’ll be surprised how they fit together in...

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Founder of is the premier wealth management firm for dentists and specialists. Using proprietary technology and processes, delivers comprehensive financial planning and personalized investment advice based on a full picture view of a dentist’s personal and practice finances.


Regular contributor for Dental Publications

3 Investment Principles Dentists Can’t Afford to Ignore

You plowed through some pretty tough stuff in college like human anatomy.  You excelled in a rigorous academic environment and mastered dozens of...

7 Big Mistakes Dentists Make That Delay Retirement

Dentists are entrepreneurs, whether they like it or not.  As a fellow entrepreneur, I understand some of the pain you’re...

Don’t Get Financial Advice From a Salesman

  My first job out of college changed everything for me. I worked at a large financial advisory firm where...

Join Reese at Upcoming events

Benco Dental Transitions Seminar

June 15, 2018
8:30 AM to 3:30 PM
Potomac, Maryland

UAO Annual Meeting

September 7, 2018
8:00 AM to 4:00 PM
Salt Lake Community College Miller Conference Center

Boulder/Broomfield County Dental Society

October 18, 2018
6:00 PM to 8:30 PM
Boulder, Colorado

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