Ryan Butts

About Ryan Butts

Many high-earning professionals do “fine” financially but lack a coordinated plan. Investments, taxes, retirement decisions, and risk management often operate in silos—leading to unnecessary complexity, missed opportunities, and avoidable stress.Our work is planning-led. Every recommendation starts with a clear understanding of cash flow, taxes, long-term goals, and life transitions—then aligns investments to support those decisions, not the other wayThe Insightful investment approach is rules-based and research-driven, focusing on factors such as profitability, relative value, company size, and momentum. Portfolios are implemented systematically with an emphasis on diversification, tax efficiency, and discipline—seeking to improve long-term outcomes without relying on market forecasts or short-term predictions.I primarily work with physicians, business owners, and successful families who value process, evidence, and long-term thinking over headlines and market predictions.If you’re looking for thoughtful planning and a portfolio built with intention—not guesswork—I’m always open to a conversation.

Experience

1. Certified Financial Planner Tm

   Chestnut Street Advisors

   Jul 2013 — Present

   Securities & advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Chestnut Street Advisors is a marketing name.

Education

• University of Oklahoma - Price College of Business

  BBA

  1996 — 2001

• Oklahoma City Univeristy

  Certified Financial Planner

  2006 — 2008

Skills

• Retirement Planning
• Income Protection
• 401k Rollovers
• Wealth Management
• Investment Advisory
• Certified Financial Planner
• Personal Financial Planning
• 401k