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Ryan Matthew Flurie

Advisor at Beam Wealth Advisors, Inc. — West Grove, PA

Updated today

Credentials

CFP®, Series 66

Experience

15 years

Location

West Grove, PA

Beam Wealth Advisors, Inc. logo

Beam Wealth Advisors, Inc.

Team

Total advisors

25

Across 16 offices

Clients per advisor

88 High

Avg AUM per client

$625,144 Low

HNW client ratio

20% Low

About

Ryan Flurie is a CFP® with 15 years of industry experience. He is currently with Beam Wealth Advisors, Inc. and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial, LLC, and The Vanguard Group, Inc. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA consulting with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

Client services

Based on Beam Wealth Advisors, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing Estate planning

Expertise

Based on Beam Wealth Advisors, Inc.

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Beam Wealth Advisors, Inc.

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fixed fees generally range from $600 to $15,000 depending on scope and complexity.

Percentage

$0+: less than 1% to no more than 3% annually (varies by portfolio size and services) $0+: less than 1% annually (non-discretionary management services)

Commissions

Certain supervised persons offer securities brokerage services under separate commission-based arrangements.

Project-based

Hourly financial planning and consulting fees range from $100 to $400 per hour.

Other

Account minimum: $75,000 Fee-only: Financial planning fixed fees generally range from $600 to $15,000; hourly fees range from $100 to $400 per hour.

Location

See office

West Grove, PA

West Grove PA

Advisors at this office

1

Most active in

Georgia · Louisiana · Pennsylvania · Texas

Work history

15 years of industry experience

Beam Wealth Advisors

2026 - Present • 1 year

West Grove, PA

Purshe kaplan Sterling Investments

2024 - Present • 2 years

Albany, NY

Summit Financial, LLC

2024 - 2026 • 2 years

Parsippany, NJ

The Vanguard Group, Inc.

2016 - 2024 • 8 years

Malvern, PA

Disclosures

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

Business activities & affiliations

Jeffrey K

Series 66, AIF®, Series 7

Chadds Ford, PA

Brandywine Financial Advisors

Jeffrey Kropp is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Market Street Wealth Management, USA Financial Securities Corporation, and Patriot Financial Group. He is also the owner of Brandywine Financial Advisors, a sole proprietorship offering life and health insurance and fixed annuities. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering both discretionary and non-discretionary management across a wide range of investment products.

Annuities General retirement planning Income planning Passive / index investing ESG / Sustainable investing Founder/Business Owner Executive Retired
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Li M

Series 65

Wilmington, DE

Annova LLC

Li Ma is a financial advisor at Annova LLC with five years of industry experience. He holds a Series 65 designation and has worked at Annova since 2020. Prior to that, he was employed at Axalta Coating Systems LLC for six years. Li is also a licensed independent life insurance agent in California, Delaware, Florida, and Pennsylvania and may recommend annuities or life insurance as part of financial planning. Annova LLC provides discretionary portfolio management to individual, institutional, and corporate clients through its Portfolio Management Account wrap-fee program. The firm uses risk-based and outcomes-based asset-allocation models and delegates trading and model implementation to selected investment managers, offering quarterly performance reporting and employing strategies that may include derivatives and alternative investments.

Active portfolio management Equity compensation tax strategy Options & derivatives strategies Tax-loss harvesting
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John N

Series 66

West Chester, PA

Stone Loft Wealth Management LLC

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Wealth management Passive / index investing Active portfolio management
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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Damon G

Series 63, Series 65

West Chester, PA

Jura Investments, LLC

Damon Gray is the sole advisor at Jura Investments, LLC, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has served as an Instructor of Management and Finance at Montgomery County Community College since 2015, including a term as Diversity Fellow of Finance. Jura Investments primarily serves pooled and institutional clients such as pension and profit-sharing plans, trusts, and corporate or charitable entities, while also offering services to high-net-worth individuals. The firm provides discretionary portfolio management and pension consulting, combining formal pension consulting with public educational workshops and employing a multifaceted asset allocation approach.

Private / alternative investments Active portfolio management Options & derivatives strategies
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Timothy I

Series 65

West Chester, PA

Hibernia Strategies Inc.

Timothy Ireland is a financial advisor at Hibernia Strategies Inc. He holds a Series 65 designation and has 1 year of industry experience. Prior to joining Hibernia Strategies, he has been affiliated with Hibernia Sales Corporation since 2014. Hibernia Strategies Inc. provides investment advisory and portfolio management services to a diverse client base, including individuals, family offices, pension funds, municipalities, and charitable organizations. The firm employs a combination of technical, fundamental, and cyclical analysis and typically manages accounts on a discretionary basis with an emphasis on fair allocation and performance-based fee arrangements.

Active portfolio management
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