Ryan Townsley (CFP®, MBA)

Ryan Townsley focuses in the
following client markets or areas of practice:

  • AUM
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I got into this business to help people, and I started my own firm so I could do a better job helping them. I love what I do, and put my heart and soul into serving my clients as if they were my own family.

Additional Information

I am a Navy Veteran, husband, and father.

NAPFA Start Date

January 04, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5 South Hickory Ave Bel Air, MD 21014 Phone: (410) 864-0209