Ryan Shannon
CFP®
R.M. Shannon Wealth Management, LLC
Founder | Wealth Manager
Ryan Shannon
CFP®
R.M. Shannon Wealth Management, LLC
Founder | Wealth Manager
I’m passionate about helping families connect their values and wealth in planning for the future and their legacy. - Ryan Shannon, CFP®
Fee-Only financial planner located in Saint Paul, MN, serving clients locally and across the country
Ryan Shannon is a Saint Paul, MN fee-only financial planner. R.M. Shannon Wealth Management, LLC provides comprehensive financial planning, tax planning and investment management to help business owners and entrepreneurs organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ryan Shannon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ryan Shannon, CFP® is a fee-only financial advisor at R.M. Shannon Wealth Management located in St. Paul, MN.
With a strong background in finance and wealth management, Ryan has guided and helped hundreds of clients throughout his industry tenure. Ryan studied financial management at the University of Saint Thomas and holds the CERTIFIED FINANCIAL PLANNER™ certification backed by extensive training, experience, and rigorous ethical standards.
After working for various organizations, Ryan started his own company – R.M. Shannon Wealth Management – because he wanted to work more intimately with a smaller number of clients and provide them with the attention and focus that their relationship merits.
Ryan places significant value on family, relationships, and community. These three priorities inspired Ryan to become a CFP® professional; he wanted to help and partner with individuals and families and guide them through their financial journey.
Ryan Shannon 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.
R.M. Shannon Wealth Management is founded on the belief that wealth management starts with truly knowing our clients. As such, we offer exceptional service to select clientele.
With a full understanding of your situation, lifestyle, family, priorities, and goals, we then help you use your wealth for the things in life you value most. This is growing and using wealth according to your values.
We are an independent, fee-only registered investment adviser with no ties to any one financial institution—differentiating ourselves from employees of banks, brokerage firms, and insurance companies. We do this to assure an objective position with no incentive to sell anything or invest in a certain fund. We believe that by being truly independent, we can see the best ways to serve you. This reduces conflicts of interest and assists us in getting to know our clients. We are here to do with a client’s wealth what is best for her or him.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Charitable 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
-
Ryan Shannon 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.
-
Ryan Shannon 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.
-
Ryan Shannon 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.
-
Ryan Shannon is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Ryan Shannon
Office Locations:
-
1595 Selby Ave Suite 211
Saint Paul, MN 55104
