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Ryan Sullivan

Here to act in your best interests

About me

I help steer my clients toward the goals that are most important to them, like purchasing a home, saving for a child’s college and planning for a retirement that’s rewarding and secure. In my free time, I spend a lot of time outdoors with my wife and two children, Travel as often as we can to our country’s beautiful national parks.


Chartered Retirement Planning Counselor™


Bachelor of Arts, Flagler College

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Visit one of our Locations

Cleveland I - Westlake

159 Crocker Park Boulevard
Suite 260
Westlake, OH 44145

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Cleveland II - Beachwood

3201 Enterprise Parkway
Suite 450
Beachwood, OH 44122

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning