Hi, I'm Ryan!

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.

Let’s Get to Know Each Other

Get to Know You

It all starts with a conversation. In our initial meeting, we want to get to know you and your expectations to help determine if Pivot Point is right for you.

Discover

We start by listening. We want to know all about you – what’s important in life, what makes you get up in the morning, and what keeps you awake at night. 

Take Action

Now that we have a plan, it’s take to take action. Together, we will decide on which steps to take next and when they need to be taken.

Live Your Life

Now, it’s time to live your life. Increase your clarity and simplify your finances with our Client Dashboard

Fee Only

As a fee-only financial advisor, our compensation comes directly from our clients.

We receive no income from any third party or outside source. We also do not sell any financial products, nor are we compensated for recommending any particular solution, service, or strategy.

This allows us to focus solely on our clients and doing what is in their best interest.

Independent

As an independent financial advisory firm, we can focus solely on our clients.  

We are free to explore all possible solutions, instead of being limited to a parent company’s offerings.

Our planning strategies, investment choices, and every aspect of our process is focused on serving the best interests of our clients.