About R.M. Shannon Wealth

R.M. Shannon Wealth Management, LLC. was built around the belief that financial planning should feel personal, understandable, and grounded in long-term relationships—not rushed conversations or one-size-fits-all advice.

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Built Around Personal Financial Guidance, Not Volume

After years of helping hundreds of individuals and families navigate important financial decisions, Ryan Shannon saw how many people felt overlooked by large advisory firms and disconnected planning models. Too often, clients were shuffled between departments, sold strategies they did not fully understand, or left trying to coordinate retirement, taxes, investments, and legacy planning on their own. R.M. Shannon Wealth Management, LLC. was intentionally created as a smaller fee-only fiduciary firm where clients can work directly with a CFP professional who values consistency, accessibility, and thoughtful long-term planning.


That structure allows relationships to stay personal while still delivering the depth, discipline, and coordinated guidance people expect from an institutional-caliber wealth management experience.

What Clients Can Expect From the Relationship

01
Personal Attention
Working with a smaller advisory firm means conversations stay direct, familiar, and consistent over time. Clients know who they are working with and can build a relationship rooted in trust instead of repeating their story to multiple layers of staff.
02
Long-Term Relationships
Financial priorities evolve through career changes, retirement transitions, family needs, and major life events. Ongoing planning relationships help clients adapt with more clarity and continuity over time.
03
Values-Driven Conversations
For many families, financial planning is tied closely to personal values, stewardship, and the kind of future they want to create. The planning process makes space for those conversations in a way that feels thoughtful and practical. ï»¿
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The goal is simple: help people make financial decisions with greater clarity, confidence, and peace of mind through advice that stays personal, transparent, and centered on their real lives.

Ryan Shannon is a CERTIFIED FINANCIAL PLANNER™ professional based in Saint Paul, MN.

With a strong background in finance and wealth management, Ryan has guided and helped hundreds of clients throughout his industry tenure. Ryan studied financial management at the University of Saint Thomas and holds the CERTIFIED FINANCIAL PLANNER™ certification backed by extensive training, experience, and rigorous ethical standards.

After working for various organizations, Ryan started his own company – R.M. Shannon Wealth Management – because he wanted to work more intimately with a smaller number of clients and provide them with the attention and focus that their relationship merits.

Ryan places significant value on family, relationships, and community. These three priorities inspired Ryan to become a CFP® professional; he wanted to help and partner with individuals and families and guide them through their financial journey.