Ankeny Financial Planning
Fee-Only financial planner located in Ankeny, IA, serving clients locally and across the country
Ryan Watermiller is an Ankeny, IA fee-only financial planner. Ankeny Financial Planning provides comprehensive financial planning, retirement planning, and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ryan Watermiller is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ryan Watermiller is a Fee-Only financial planner and owner of Ankeny Financial Planning located in Ankeny, IA. In his role, Ryan enjoys the challenge of communicating complex financial information and building long-term relationships with clients. He begins each of his partnerships with a series of conversations to discover and prioritize his client’s goals and interests. As time progresses, Ryan works hard to provide consistent service for his clients and help them remain on track to reach their financial goals.
With a Computer Information Systems bachelor’s degree, Ryan has roughly 10 years of IT experience supporting various investment operations processes. Although he is well versed in technology, Ryan has always been interested in personal finances, which is why he changed career paths to pursue his passion of helping others financially. He feels that because not everyone wants to focus on the financial details of their lives on a regular basis, it’s important to have a second opinion or someone to help them simplify their concerns. As a big proponent of financial independence, and all the freedom it provides, Ryan looks forward to applying his knowledge and education to his work with clients.
Outside of the office, Ryan stays active and enjoys spending time outdoors. You can find him on the basketball court, running, biking or making memories with his wife, Tara, and daughter, Nora. They love taking vacations together where they can experience what nature has to offer and find the best trails to hike.
Ankeny Financial Planning is an independent, fee-only financial planner based in Ankeny, IA. Our goal is to make fiduciary financial advice more accessible to regular families. No commissions, no sales or pressure, just quality financial planning for an affordable fee. Visit our website to find out more!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirement Income Planning
- Growing Families
- Retirees and Near Retirees
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Ryan Watermiller 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 Watermiller
2310 SE Delaware Ave
Ste G #266
Ankeny, IA 50021