Ryan Sullivan


Off the Beaten Path Financial

Founder and Financial Advisor

I can work with clients anywhere!

Ryan Sullivan


Off the Beaten Path Financial

Founder and Financial Advisor

I specialize in guiding Architects and Engineers along the Path to Financial Freedom through Superior Wealth Strategies and Tactical Investing. - Ryan Sullivan, PE

We specialize in financial planning and investment strategies for Architects and Engineers across the country.

Ryan Sullivan, founder of Off the Beaten Path Financial, provides comprehensive financial planning, cash flow management, and investment management to help architects and engineers organize, grow, and protect their assets through their pursuit of financial freedom. As a fee-only, fiduciary, and independent financial advisor, Ryan Sullivan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.  Located in Bozeman, MT, Off The Beaten Path Financial serves clients across the country.

Join our Linked group dedicated to empowering professionals in the architecture and engineering fields to take control of their financial future!

Ryan Sullivan is a Bozeman, MT fee-only financial planner and investment manager. Off the Beaten Path Financial provides comprehensive financial planning and investment management services to help clients achieve financial freedom. As a fee-only, fiduciary, and independent financial advisor, Ryan Sullivan is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Ryan Sullivan, PE started his career as a Mechanical Engineer designing mechanical and plumbing systems for buildings across the country. At age 26 he launched an Engineering Department at a family owned plumbing contractor with the vision of simplifying and streamlining the construction industry. 

Within 5 years he grew the department to over $1 million in annual revenue, and along the way realized his true passion for personal finance and investing. Frustrated by consistently hearing the same boilerplate recommendations and lack of specific, detailed advice, Ryan started on his own financial research journey. Fueled by a passion for the markets, and dissatisfied by the idea of simply riding out market downturns, Ryan spent years studying professional investors and traders to understand what makes them consistently successful year after year.

Over time he came to realize that other professionals in the building industry have similar questions and frustrations, but don’t have the time, energy, or enthusiasm to do the research themselves. Now his goal is to make his strategies available to others that would rather live their life than analyze the markets.

By focusing his engineering mentality and logical systematic approach to personal finance and investing, he is on a journey to help 100 families achieve financial freedom.

In his free time, you can find him and his adventurous wife exploring the great outdoors and pushing their limits. Whether it's skiing down a tight couloir, scaling a towering rock face, or shredding through a challenging mountain bike trail, Ryan is always up for a new challenge.

Your Personal Wealth Guide to Financial Freedom

At Off the Beaten Path Financial we believe life is meant to be lived not borrowed. So many people base their decisions on their finances—we want people to be able to base their decisions on their values. This is our definition of Financial Freedom.

We understand that architects and engineers face unique financial challenges and opportunities, and we are committed to helping them navigate these to achieve both their financial and life goals.

Our philosophy is centered around a few key principles:

  1. Personalized advice: We believe that one-size-fits-all financial advice is not effective. Instead, we take the time to get to know our clients and understand their individual financial needs and goals in order to provide customized advice and guidance.
  2. Professionalism: We are committed to the highest standards of professionalism and ethical conduct. We are transparent in our dealings with clients and always act in their best interests.
  3. Education: We believe that financial literacy is key to achieving financial freedom. We strive to educate our clients on the various financial concepts and strategies that can help them make informed financial decisions.
  4. Partnership: We view our relationships with our clients as partnerships and are dedicated to working with them to achieve their goals. 

We work to build lifetime relationships with our clients, and to make sure you have a strong financial foundation to tackle life’s adventures through sound cash management practices, detailed and robust financial plans, and a superior investment strategy.

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


  • Comprehensive Financial Planning
  • Active Investment Management
  • Cash Flow Management
  • Employee Benefits Optimization
  • Tax Planning
  • Business Planning
  • Digital Assets (Cryptocurrency)

Ideal Clients

  • Architects and Engineers
  • Business Owners and Executives
  • Growing Families
  • Novice Investors
  • Sudden Money Situations

Working Together

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

Professional Designations & Affiliations

  • XY Planning Network
    Ryan Sullivan 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 Ryan Sullivan

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Office Locations:

  • By Appointment
    Bozeman, MT 59715

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