Ryan W. Stanick

Client Advisor

CFP®

Crestwood Advisors

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Business Owners, High Earning First Generation, Millennials & GenZ

Major Milestones I Specialize In

Compensation Changes, Retirement Planning, Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

As a member of the Wealth Management Team, Ryan collaborates with clients to facilitate their financial planning needs. He is enthusiastic about the planning process and helping guide clients through their lives and navigating their financial decisions. Ryan believes by focusing on a holistic approach clients can achieve the financial goals that are most important to them.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

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Financial Planner Certifications

Designations & Certifications

CFP®

Technical Skills

Tax Planning

Equity Compensation Planning

Concentrated Stock and Diversification Planning

Compensation

This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Assets Under Management (AUM): Fee for ongoing active management of your portfolio, upon which a percentage of assets is assessed. Refer to the planner's Form ADV for details.