Our Story

Ryan Poage, CFP^®, founded the firm almost 20 years ago after spending 10 years in the industry and working at two of the country’s largest investment brokerage firms. 

Growing up middle class in a one-stoplight town in Mid-America, he was instilled with the value of hard work, but also came to realize that you can toil away at work and never gain your desired level of true financial independence. 

This desire for the increased autonomy that money can buy led him to having dual majors of Finance and Real Estate in college and becoming a licensed stockbroker prior to graduation. 

But early in his career, he felt that the financial advisory industry seemed focused on two groups:  those that were told to save for 40 years and then hopefully make it through retirement without running out of money, and those that were already rich.

There seemed to be a lack of guidance for helping successful people cross the bridge from having a relatively high income, solid net worth, and being very comfortable, to having their assets provide the level of autonomy that they really wanted and lifelong spending on things that would be considered luxuries by most. 

We are focused on helping provide guidance for people seeking to move into this next realm, and sustain it for their families once they’ve arrived.

To discuss how having us help you in this pursuit would work, contact us at info@ryanpoage.com.