Ryan P. Forster, CFP^®

CEPA, AIF^®

Financial Advisor

AFE Private Wealth

7200 W 132nd St, Ste 190
Overland Park, KS 66213

FINANCIAL ADVISOR'S WEBSITE

www.afewealth.com

(913) 428-8492 CONNECT WITH Ryan

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$500,000

Investable Asset Minimum

$1,000,000

General

Ryan Forster is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at AFE Private Wealth in Overland Park, KS and the surrounding communities.

Financial Advisor Overview

Our firm was built by bringing together decades of experience and asking a simple question: if we could start fresh, what would we build for successful families today? The result is a rapidly growing private wealth practice designed around complex planning, investment management, tax strategy, and coordinated advice. We have experienced firsthand what it takes to build a team, create infrastructure, manage rapid growth, make consequential decisions, and continually raise the standard while the organization is moving quickly. That experience matters because many of the people we serve are living through the same kind of acceleration. When a business, career, or family enterprise is on a rocket ship, opportunity and complexity tend to arrive together. How do you protect what you are building without slowing it down? Which decisions matter now, and which can wait? Having navigated rapid growth ourselves, we understand both its excitement and its weight. Our job is not to make our story the center of yours, but to bring that perspective to the table as you navigate what comes next.

Financial Advisor Experience

I’ve spent my career working with high-performing business owners, executives, entrepreneurs, and families whose financial lives rarely fit neatly into a template. As a fourth-generation entrepreneur and a partner in a rapidly growing private wealth firm, I understand both the responsibility of building something substantial and the complexity that comes with success. My experience spans business growth and liquidity events, tax strategy, concentrated wealth, investment management, estate and legacy planning, charitable giving, and the challenge of making all of those pieces work together across generations. I believe the best advice starts with asking the right questions. What are you building? What could derail it? Who are you responsible for, and what do you ultimately want your success to accomplish? I’ve seen many of the opportunities and complications that top performers encounter, but I never assume one client’s answer is another’s. My role is to bring experience, perspective, and a strong network of specialists to the table, then help you make thoughtful decisions with greater clarity and confidence.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Other - CEPA

Insurance Licenses

Life insurance
Health/disability insurance

Broker-Dealer Disclaimer

Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Limited Partnerships, Government & Military, Getting Divorced, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Minority Financing, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Sudden Wealth, Men's Finances, Women's Finances