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.

Book Reese for Event

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?

Learn More About Presentation

5 Steps to Better Investment Performance

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

Learn More About Presentation

Host of

on iTunes

Surprisingly Effective Ways to Communicate with Your Staff – Episode 135

Are you getting through to your staff? Learn communication skills that deliver rapid results. Katherine Eitel Belt is CEO of...

Are You Paying for Generic Advice You Could Get for Free? – Episode 134

It’s time for Reese to take the hot seat as we switch things up a bit for this episode of...

Here’s What’s Wrong with Your Investment Risk Profile – Episode 133

Do you remember completing a risk assessment the last time you set up an investment account? Did it really set...

View All Dentist Money™ Episodes

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

Train Your Front Office Team

July 27, 2018
9:00 AM to 5:00 PM
75 South West Temple, Salt Lake City, UT

UAO Annual Meeting

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

Coaching Mastery Summit

September 24 - 25, 2018
8:00 AM to 4:00 PM
Snowbird Resort, Utah

View All Upcoming Events