A complete list of active advisors currently associated with Daniel Ryan Financial LLC

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Daniel Ryan Financial LLC serves individual investors and a small number of institutional clients, including pension and profit-sharing plan sponsors, by providing portfolio management and financial planning services. The firm manages a modest asset base for a very small client roster and offers both one-time and ongoing planning engagements as well as pension consulting for employer-sponsored retirement plans. The firm documents client objectives and risk tolerances in an Investment Policy Statement and typically operates with discretionary authority to implement tailored investment strategies. Its investment approach combines cyclical and fundamental analysis with modern portfolio theory and includes both long- and short-term trading across vehicles such as mutual funds, ETFs (including precious-metal ETFs), fixed income, REITs, annuities, TIPS, commodities, and non-U.S. securities. What is distinctive is that, despite being a solo advisory practice with limited clients and assets, the firm provides employer-focused services—creating written pension consulting plans and delivering employee educational seminars about 401(k) fund options—which is uncommon among peers. The firm also does not rely on percentage-of-assets billing, instead using hourly or fixed-fee billing arrangements, and does not take custody of client assets.

To learn more about the advisors currently working at Daniel Ryan Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.