LEADERSHIP

Ryan Buchanan, CFP®

INVESTMENT ADVISOR, MANAGING MEMBER

PROFESSIONAL TRAINING AND EDUCATION

University of Chicago
Certification Program, Investment Management

University of Georgia
Director’s College, Corporate Governance

University of Georgia
Certification Program, Financial Planning

Piedmont College
Bachelor of Business Administration

EXPERIENCE AND QUALIFICATIONS

Ryan is an accomplished investment advisor and Certified Financial Planner™, consulting personal finance and institutional clients on a comprehensive scale of investment subjects. Ryan’s companies provide consultative services to these clients including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services. He has experience serving on the boards of nonprofits and investment committees and enjoys volunteering for the benefit of his local community.