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Ryan T. Meyer, CFP®

Learn more about Ryan and the team

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What We Do

Learn about our team approach

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How We Work Together

Learn about our process

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How You Benefit

Learn how we help you leverage the two most powerful forces in the universe

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Your Values

It is essential that we understand what is important to you. Your values, your goals, your dreams. Our interactions with clients – with you – are focused on understanding your values so we can do a better job of helping you live them – successfully!

What We Do

We listen, intently, to what you have to say, so that we clearly understand your individual needs and goals.

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How We Work Together

Planning is everything, especially when it comes to attaining your long-term financial objectives.

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How You Benefit

Putting you on an intentional path towards your financial goals allows you to leverage two of the most powerful forces in the universe: Freedom & Time

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Ryan T. Meyer, CFP®

Certified Financial Planner, Wealth Manager

Al Cumplido, CFA®

Director of Investment Strategy

Marcin Krolikowski, PhD, CFA®

Co-Head of Investment Strategy

eQuipt is a platform that enables our clients to view their National Financial Services held accounts.

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Grow Your Wealth

The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

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Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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Let's Get In Touch

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