Our Team

Ryan Kelly is a Financial Planner who’s been helping families make the most of their assets since 2009. With a master’s degree and CFP® designation, Ryan brings both expertise and empathy to his work—guiding clients toward financial confidence through personalized strategies and sound planning principles.

Ryan Kelly i s a Financial Planner who’s been helping families make the most o f their assets since 2009. With a master’s degree and CFP®, Ryan brings both expertise and empathy t o his work-guiding
clients toward financial confidence through personalized strategies and sound planning principles.

Growing up i n Southlake, Texas, and now calling Royersford, Pennsylvania home, Ryan’s perspective
combines Southern roots with East Coast practicality. He and his wife, Violeta, are raising three energetic kids -Mia, Owen, and Graham (the twins) -and know firsthand the importance of balancing family priorities with long-term goals.

Ryan was drawn to the financial industry after seeing how meaningful the difference between successful and unsuccessful planning can b e for families. Each day, he focuses on helping clients align their financial decisions with what matters most t o them-so they can enjoy life today while building security for tomorrow.

Outside the office, Ryan enjoys golfing, cheering on Philadelphia sports teams, and listening to just about
every kind of music. He’s also a high school ping pong champion, once kicked a field goal in a n NFL stadium, and has checked Machu Picchu off his travel bucket list. His ideal getaway? Somewhere between the rugged beauty of Maine and the breathtaking height sof Peru.