Offering the expertise and guidance you need.
When you choose to partner with Ryan, you will benefit from one-on-one support, ongoing guidance, and the financial direction needed to achieve your family's goals.
One of the most important values at R.M. Shannon is that you can expect complete transparency and partnership. Key services and benefits include the most trusted certification as a CERTIFIED FINANCIAL PLANNER™ professional, fiduciary duty, fee-only engagement, and an opportunity to have wealth management from a Catholic perspective.
CERTIFIED FINANCIAL PLANNER™ Professional
Although many professionals may call themselves "financial planners," a CERTIFIED FINANCIAL PLANNER™ professional has completed extensive training and experience requirements and is held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. Being a CFP® professional also means offering a broad array of services by integrating investment management with risk management, legacy planning, and tax planning. Learn more.
Fiduciary Duty
Ryan supports his clients in a fiduciary capacity, the legal obligation to act in our clients' best interest.
Fee-Only
Clients can expect a fee-only model of wealth management, the most transparent and objective method available. Rather than being sold insurance and investment products for a commission, clients receive a consultative approach which offers transparency, minimizes conflicts of interest, and builds trust.
