Pivot Point Wealth
Financial Planner & Owner
Pivot Point Wealth
Financial Planner & Owner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ryan Stith, CFP®
Fee-Only financial planner located in Brandenburg, KY, serving clients locally and across the country
Ryan Stith is a Brandenburg, KY fee-only financial planner. Pivot Point Wealth 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, Ryan Stith is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ryan Stith is a Financial Planner and Owner of Pivot Point Wealth.
I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when your decisions around money and life match your values.
We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as your guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads.
I’m a ginger by birth, planner by nature, and teacher’s husband by choice. I was born and raised in Brandenburg, KY, where I live with my wife (DeAnna), our two kids (Madeline & Henry), and our dog, Penny. I lived and worked in Lexington as a financial planner for the first nine years of my career before deciding to follow my heart back to Brandenburg and open my own firm. When I’m not geeking out on financial news or spreadsheets, you’ll find me outside running, in the garage tinkering and finding any excuse to use power tools, or on a patio enjoying time with friends and family.
Ryan Stith 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.
I founded Pivot Point to help people like you and me find clarity, simplicity, and purpose in our lives. We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as your guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads. Together, we will create a plan to help guide you in your financial decision-making while keeping your ultimate destination in mind.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Young Entrepreneurs
- Women in Widowhood
- Kentucky Teachers' Retirement
- In-Office Meetings
- Virtual Meetings
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
Ryan Stith 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.
Ryan Stith 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.
Ryan Stith 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 Ryan Stith
512 Hillcrest Dr
Brandenburg, KY 40108