Ryan M.
Wealth Manager at Savvy
- Role
- Principal Wealth Manager at Savvy Wealth
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Ryan M.
I specialize in helping high-net-worth individuals and business owners build, protect, and transition wealth through tailored financial strategies. With a deep background in investment products, financial planning, and business development, I align wealth management with personal goals to create long-term security. My approach is rooted in strategic foresight, relationship-driven advising, and a commitment to delivering measurable financial outcomes. I believe wealth is more than numbers - it’s about financial confidence, legacy, and impact. Let’s build a strategy that works for you.All advisory services are offered through Savvy Advisors, Inc.(“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc.(“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Experience
Principal Wealth Manager
Nov 2025 — Present · Kansas City, KS, US
Education
Mississippi State University
Bachelor of Business Administration - BBA, Business, Management, Marketing, and Related Support Services
2011 — 2015
Northwestern University
School of Professional Studies, CERTIFIED FINANCIAL PLANNER™ Certification Education Program
2018 — 2019
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