A complete list of active advisors currently associated with Ryan Financial Solutions, LLC
Warmer can help you find a great advisor at Ryan Financial Solutions, LLC or one who fits your needs even better.
Ryan Financial Solutions serves individual clients who are public servants — including educators, firefighters, police, and military personnel — and provides investment management alongside comprehensive retirement, pension, tax, estate, and insurance planning. The firm offers discretionary and non-discretionary portfolio management, financial planning, guidance on retirement-plan rollovers, and educational services for plan participants. Investment portfolios are constructed largely from mutual funds, ETFs, and individual equities using a mix of behavioral, charting, cyclical, fundamental, and technical analysis, and the firm follows a documented four-step process from discovery through implementation and periodic review. The firm uses a custodial platform with automated cash sweep functionality and supplements client work with technology, including AI-assisted real-time note-taking and data review while maintaining human oversight. Noteworthy distinctions include that firm advisors are licensed insurance agents who receive commissions for insurance product sales — a practice the brochure discloses and notes clients are under no obligation to purchase — and that the firm discloses this activity typically occupies under 25% of advisor time and is mitigated by a fiduciary duty. The firm also emphasizes in-house tax capability (an advisor is authorized to represent clients before the IRS and prepare tax returns) and a specific focus on pension and retirement planning for public‑sector employees, which is more specialized than many peers of similar size.
To learn more about the advisors currently working at Ryan Financial Solutions, 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.
Name |
Location |
Years of experience |
|---|---|---|
Tualatin, OR
| 4
| |
Tualatin, OR
| 7
|
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