Dann Ryan


Sincerus Advisory

Managing Partner, CIO

Dann Ryan


Sincerus Advisory

Managing Partner, CIO

I am a fee-only financial planner who specializes in tax planning, working with Tech professionals, and Impact Investing. My clients consider themselves lifelong learners! - Dann Ryan, CFP®

Fee-Only Financial Planner, serving clients that consider themselves lifelong learners!

Dann Ryan is a New York, NY fee-only financial planner. Sincerus Advisory provides holistic financial planning and investment solutions to help high net-worth individuals, business owners and Gen Xers organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Ryan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Dann was included in Investopedia's List of Top 100 Financial Advisors for 2021.

Dann Ryan has more than 14 years of experience providing wealth management and investment advisory services to high net-worth individuals. His unique professional and educational backgrounds give him the ability to assess client objectives and develop effective strategies to meet their objectives. He has always worked in a “fee-only” capacity, receiving no commissions, so as to have the freedom to fully align his interests with those of his clients. His goal is and will always be to deliver impartial advice best suited to clients’ needs.

In his spare time, Dann is a part of the Board of Directors for Chess in the Schools: a New York City nonprofit that fosters the intellectual and social development of low-income youth through chess education.

Dann Ryan is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Sincerus Advisory is a NYC based financial planning and investment advisory firm. The firm caters to a psychographic of lifelong learners that want to be engaged in their financial affairs but need the added value of expertise and time-saving service. Sound financial advice paired with the ease of curated technology solutions will define the Sincerus client experience. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Tax Planning
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Income Planning
  • College Education Planning
  • Stock Options / Equity Compensation

Ideal Clients

  • Tech Professionals
  • Sudden Money Situations
  • Growing Families
  • Business Owners and Executives
  • Retirees and Near Retirees

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Daniel Ryan is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Dann Ryan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Dann Ryan is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Dann Ryan

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Office Locations:

  • 99 Wall St.
    New York, NY 10005

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