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Ryan Dean Buck

Advisor at On Investment Management CO — Washington Street, MD

Updated today

Credentials

Series 66

Experience

23 years

Location

Washington Street, MD 21701

On Investment Management CO logo

On Investment Management CO

Multi-team

Total advisors

198

Across 121 offices

Clients per advisor

47 Low

Avg AUM per client

$319,610 Low

HNW client ratio

9% Low

About

Ryan Buck is a financial advisor with On Investment Management CO, holding a Series 66 designation and 22 years of industry experience. He has worked at The O.N. Equity Sales Company since 2018 and has held roles at Ohio National Financial Services and Freedom Broker Services since 2011 and 2008, respectively. Outside of his advisory work, he serves as Treasurer for the Covert Resort Association and consults on special needs education and related insurance charitable gifts. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms and both discretionary and non-discretionary investment programs.

Client services

Based on On Investment Management CO

Financial planning Portfolio management Selection of other advisers
Sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Expertise

Based on On Investment Management CO

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)

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Fee options

Fixed

Up to $5,000/year for Specialized Financial Services (fixed fee basis)

Percentage

0.30% - 1.50% annually (negotiable by IAR)

Project-based

Up to $350/hr for Specialized Financial Services (hourly basis)

Location

See office

Washington Street, MD

211 Washington Street

Washington Street MD 21701

Advisors at this office

1

Most active in

Alabama · California · Colorado · District of Columbia · Florida · Maryland · Oregon · Pennsylvania · Virginia

Work history

23 years of industry experience

The O.N. Equity Sales Company

2018 - Present • 8 years

Cincinnati, OH

Investment Professionals

2014 - 2018 • 4 years

San Antonio, TX

Ohio National Financial Services

2011 - Present • 15 years

Cincinnati, OH

Freedom Broker Services

2008 - Present • 18 years

Vienna, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jeremy V

CFP®, CPWA®

Frederick, MD

Flower City Capital LLC

Jeremy joined Flower City Capital in February of 2026, bringing extensive experience advising individuals and families on their wealth management goals. As a Senior Wealth Advisor, he delivers a highly personalized approach to financial planning, building trusted, long-term relationships while thoughtfully addressing complex financial needs. Prior to joining Flower City Capital, Jeremy was a Financial Advisor at Turning Point Financial. He holds the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA) designations. Jeremy graduated from Hood College in Frederick, Maryland with a Bachelor of Arts in Business Administration with a concentration in Finance. He lives in Hagerstown, Maryland, with his wife Emily and their daughter, Abigail. In his free time, he enjoys playing basketball, spending time outdoors, and watching sports.

Wealth management General retirement planning General tax planning Retirement withdrawal strategies Social Security optimization
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Roy B

Series 63, Series 65

Frederick, MD

Priority Financial Advisors, LLC

Roy Beyer is the sole advisor at Priority Financial Advisors, LLC in Frederick, MD, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Capwest since 2007 and the Wycoff Stock Market Institute since 1992. Outside of advisory work, he owns a music performance business providing live music at private events. Priority Financial Advisors is an independent registered investment adviser serving individual and high-net-worth clients with ongoing investment supervisory services and hourly financial planning. The firm uses a defined Investment Policy Statement tailored to each client and employs a mix of charting, fundamental, technical, and cyclical analysis to build diverse portfolios, while offering complimentary educational seminars and maintaining a very small client roster managed solely by the principal advisor.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Annuities
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Patricia B

CFP®, Series 65

Walkersville, MD

AAA Advisory LLC

Patricia Bush is a CFP® and Series 65-registered advisor at AAA Advisory LLC with six years of industry experience. She has worked at Bestgate Tax & Accounting Advisors, LLC and Squire, Lemkin + Company, LLP, where she held various roles including tax consulting. Alongside her advisory work, she provides tax review and preparation services as a tax consultant. AAA Advisory LLC offers project-based financial planning and tax preparation services primarily through virtual meetings. The firm serves individual clients, including high-net-worth individuals, focusing on limited-scope engagements and non-discretionary investment recommendations that emphasize long-term, passive asset-allocation strategies without portfolio management or asset-based fees.

Tax-loss harvesting General tax planning Cash flow / budgeting
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Christopher R

CFP®, Series 63, Series 65

New Market, MD

Applied Financial Wisdom

Christopher Ruspi is a CERTIFIED FINANCIAL PLANNER™ professional with 36 years of industry experience. He has been with Applied Financial Wisdom since 2012 and also maintains an affiliation with LPL Financial. Outside of his advisory work, he owns a travel blog. Applied Financial Wisdom provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan allocation services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on a proprietary top-down forecast that incorporates fundamental, technical, and cyclical analysis, utilizing sector rotation, ETFs, individual equities, fixed income, and, when appropriate, options and margin strategies.

Retirement income strategy General estate planning guidance Business ownership considerations
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Sean D

Series 66

Adamstown, MD

DeFrehn Consulting

Sean Defrehn is a financial advisor at DeFrehn Consulting with 9 years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors, Inc. and OSAIC. Outside of financial advising, he teaches hunter safety classes for the Maryland Department of Natural Resources. DeFrehn Consulting is an independent firm serving clients from Adamstown, MD.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Real estate investing

Matt L

CFP®, EA

Frederick, MD

Cadence Planning, LLC

My name is Matthew, your advisor at Cadence Planning. I entered the professional world as a teacher. For over six years, I spent time with students, developed after-school robotics programs, and relished the opportunity to educate and empower the people around me. That is why, I believe it is important for clients to understand, I entered the financial world as a teacher as well. The passion for teaching never left me. I had witnessed, first hand, the impact education has on someone's self-confidence, security, and semblance of joy. And I carry this approach with me into my advising. In 2006 I decided to leave teaching altogether to work full-time as a tax accountant. I took and passed each section of the EA exam between 2009 and 2010, receiving my EA designation in March 2011. I've been given the opportunity to present to my peers at conferences and in 2012 was honored to be a recipient of the “Outstanding Young Professionals Award” from the Maryland Society of Accountants. In 2021, I completed the Financial Planning Program at the Boston Institute of Finance at Bryant University and subsequently passed the CFP exam and earned my CFP Marks. It's been a hard but rewarding journey and has left me feeling empowered to help clients. That is why I love what I do.

General tax planning Widow/Widower
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