Ryan M. Levy

Ryan M. Levy is a certified public accountant with over 16 years of experience. His background includes strategic tax planning for individuals and closely-held businesses, family gift and estate planning, business succession and comprehensive financial planning. Ryan’s industry expertise includes dental practices and wealth preservation services for high net worth families. When working with his clients, Ryan will ensure that they achieve their financial objectives by tailoring a plan to meet their specific needs.

Ryan is also a CERTIFIED FINANCIAL PLANNER TM. As a trusted advisor, Ryan provides retirement and personal financial planning advice to clients to help them meet their short and long-term financial goals. His holistic approach to providing financial advice begins with an understanding each client’s individual situation and unique needs. By developing a solid foundation with his clients, Ryan is able to creatively navigate them through major life events while remaining focused on the client’s objectives.