Ryan Whitley
Helping dental, medical, and business owners grow their net worth, reduce their tax bill, and plan for the future.
- Role
- Founding Partner at Navipath Advisory
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Ryan Whitley
Helping Business & Practice Owners Turn Income Into Long-Term WealthI help small business and practice owners reduce taxes, grow net worth, and build a financial future that actually supports their life goals.I founded NaviPath Wealth and NaviPath Tax after seeing a common problem: successful owners running strong businesses—but lacking an integrated personal, tax, and investment strategy.Most owners are:• Focused on growth and operations• Relying on annual tax filings and an old business plan• Too busy to step back and assess the full financial impact of their businessThe result? Missed tax opportunities, unclear succession plans, and uncertainty around long-term wealth and retirement.Where I Add ValueI work with owners to uncover and address financial blind spots, including:• Tax-efficient income and wealth strategies• Business succession and exit planning• Retirement and long-term cash flow planning• Risk management and continuity planning• Capital gains and tax mitigation strategiesBusiness owner finances are inherently complex. When done right, your business becomes a tool to fund your freedom, legacy, and long-term goals—not a source of stress or uncertainty.If you’re an owner who’s built a successful business that hasn’t fully aligned with your personal finances, I’d be happy to c••••••••@navipathwealth.com | r•••@navipathadvisory.comAdvisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory and NaviPath Wealth and NaviPath Tax are unaffiliated entities.
Experience
Founding Partner
Sep 2023 — Present · Charlotte, NC, US
At NaviPath Advisory, we envision a future where traditional tax and accounting services are transformed. We are not just your accounting and tax preparer; we are your partner, your coach, and your guide. We saw a gap in the market, where most tax relationships only look back, offering advice on past financial matters. Recognizing the flaws in this approach, we have emerged as a forward-looking, proactive, and high-touch tax planner.
Education
Elon University
Bachelor of Arts (BA), Finance, General
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