Robert Ryan

JD, CFP®

Resolute Financial, LLC

Financial Advisor

Robert Ryan

JD, CFP®

Resolute Financial, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Ryan, JD, CFP®

978-463-8771

    Fee-Only financial planner located in Newburyport, MA, serving clients locally and across the country

    Robert Ryan is a Newburyport, MA fee-only financial planner. Resolute Financial, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Ryan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

    Bob has been a leader in the financial planning community for many years. His career began in the insurance industry, where he was responsible for educating insurance agents about estate planning and the intricacies of insurance policies. He also served as a contracts advisor, conducting nationwide training.

    Bob’s career in financial planning evolved as he earned a Masters degree in Financial Planning, and worked for a Boston-based advisory firm. He followed that by opening his own solo practice, and then formed Resolute Financial with Tom Dwyer.

    During the course of his career, he has been quoted in national publications including Money Magazine, and Investment News, as well as local newspapers and the Boston Globe.

    He has been named as a Five Star Wealth Manager in Boston Magazine for 2015.

    He and his wife spend time visiting with their adult children, and sometimes making visits to micro-brewers in New England!

    Education:

    • Tufts University, Medford, MA (BA)
    • New England School of Law, Boston, MA Juris Doctor (JD)
    • Bentley College, Waltham, MA Master of Science, Personal Financial Planning (MS)

    Registrations/Memberships/Certifications:

    • NAPFA-Registered Financial Advisor, National Association of Personal Financial Advisors
    • Five Star Wealth Manager, Boston Magazine, for 2015.
    • Member of the Massachusetts Bar (Registered Attorney in Massachusetts)
    • Notary Public (MA)
    • Licensed Insurance Advisor (MA)

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

    The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

    Experienced and objective financial planning and investment advice

    Our fee-only approach is different from fee-based approaches where advisors charge a fee AND sell products for a commission. Unlike most other financial planning firms, we’re compensated solely by our clients. The result? You get financial strategies that serve your best interests. There’s no outside financial incentive compelling us to do otherwise.

    Consistent Client Service Leads to Satisfied Clients

    A good measure of client satisfaction is client retention, and is something we focus our efforts on, and are very proud of.

    Driven by client retention and new referrals, we’ve become the largest NAPFA-registered fee-only financial planning firm between Boston and southeastern New Hampshire. Indeed, for every year beginning in 2010, Financial Advisor Magazine has included Resolute Financial in its national ranking of leading financial firms.

    Existing clients are the source of approximately half of our new referrals. Many other professionals (such as attorneys and accountants) also refer clients to us. Our clients and peers recognize our expertise and the importance of fee-only fiduciary relationships.

    Have confidence during market ups and downs, while working with our experienced financial advisors

    During the recent financial crisis, many people abandoned their investment plans and lived in confusion and fear. There is a better way. We work with each client to identify goals and keep them in focus in all market situations. Successful investing is a long-term process, and our professional fee-only financial planners can help you manage emotional reactions to volatile markets.

    What’s more, we explain our strategies and investments so you can see how all elements of your plan work together. Feel secure in your financial present and future. Let us focus on your finances so you can focus on the rest of your life.

    Our CFP® practitioners stay up-to-date on the latest in financial planning

    Resolute Financial is a partnership of seasoned financial planners. CERTIFIED FINANCIAL PLANNER™ professionals are required to complete continuing education hours to maintain their certification, covering topics such as investments, retirement strategies, tax & estate planning, and ethics. Resolute’s advisors are often invited to speak as subject matter experts at National Association of Personal Financial Advisors conferences. Become a Resolute Financial client and benefit from our education, experience and expertise.

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

    Specialties

    • Comprehensive Financial Planning
    • Retirement Income Planning
    • Investment Management
    • College Education Planning
    • Tax Planning

    Ideal Clients

    • Retirees and Near Retirees
    • Growing Families
    • Business Owners and Executives
    • Sudden Money Situations
    • Novice Investors

    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)
      Robert Ryan is a NAPFA-Registered Financial Advisor

      The National Association of Personal Financial Advisors (NAPFA) is the country’s 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)
      Robert 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.

    Contact Robert Ryan

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    Office Locations:

    • 102 State St
      Suite E
      Newburyport, MA 01950-6639
    • 2 Meeting House Rd #3
      Chelmsford, MA 01824
    • 50 Salem St
      Building B, Suite 207
      Lynnfield, MA 01940

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