Ryan Phillips
CFP®, CFA®
GuidePoint Financial Planning
Founder
Ryan Phillips
CFP®, CFA®
GuidePoint Financial Planning
Founder
Together we work to explore valuable planning opportunities, uncover financial blind spots, and achieve an even greater tomorrow. - Ryan Phillips, CFP®, CFA®
GuidePoint provides three different financial planning and investment advisory services to families in Northern Va. This provides flexibility in how you choose to work with a planner – including either one-time or ongoing.
Ryan Phillips is a fee-only financial planner located in Reston, VA serving families throughout the Loudoun County and Fairfax region. GuidePoint Financial Planning provides comprehensive wealth management and financial planning to help busy families, entrepreneurs, and federal employees to grow and protect their assets through life’s transitions. Ryan Phillips is a CERTIFIED FINANCIAL PLANNER™ Professional and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi I'm Ryan Phillips, CFP®, CFA®.
I have spent my entire career as a fee-only planner because I love working with people and I love helping. Before founding GuidePoint I worked for several top independent advisory firms where I provided financial planning and portfolio management services.
I am a native of Ashburn, Virginia and continue to call Northern Virginia my home. I graduated from Virginia Tech with a degree in Finance and a concentration in personal financial planning. My wife Kelly and I love spending our free time running, hiking, and visiting with family and friends.
I am an active member of the National Association of Personal Financial Advisors, XY Planning Network, the Fee-Only Network, and am featured in Northern Va Magazine.
Ryan Phillips 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.
GuidePoint is a fee-only financial planner based in Fairfax & Loudoun County Virginia. As a fee-only firm, our only incentive is making recommendations that are in your best interest. We provide trusted guidance to clients both locally and around the country. Our commitment is to our clients achieving their financial future in an affordable and convenient manner. We work hard every day because we believe in the value of financial planning done the right way. We feel strongly about what that means.
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
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Ryan Phillips is a NAPFA-Registered Financial AdvisorThe 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.
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Ryan Phillips is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Ryan Phillips is a Member of the XY Planning NetworkThe 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.
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Ryan Phillips is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Ryan Phillips is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Ryan Phillips is Quoted in The Balance: "How to Merge Finances"
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Ryan Phillips is Quoted in InvestmentNews: "Free financial planning apps enter the equation"
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Ryan Phillips is Quoted on Mint Life: "What Does Being ‘Good with Money’ Actually Look Like?"
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Ryan Phillips is Quoted in Forbes: "4 Tips For Strengthening Your Finances Before A Recession Hits"
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Ryan Phillips is Quoted on GoBankingRates.com: "Inflation Impact: 2012 Prices vs. 2022 May Not Be as Different as You Think"
Contact Ryan Phillips
Office Locations:
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12020 Sunrise Valley Drive
Suite 100
Reston, VA 20191
