Washington Court House, OH
Ryan Garland
Hi 👋🏼 I’m Ryan. I help individuals, families, and business owners build plans that are designed to offer clear financial direction while empowering them to make the most of their resources and lead more fulfilling lives. With a hands-on approach, my goal is to create space for discussion with my clients to fully understand their values and aspirations. I focus on tax optimized strategies, as well as succession planning, estate and wealth transfer planning, and retirement income plans. Overall, I seek to help clients understand what’s possible and confidently prepare for the future.
Ryan
’s team
Savvy Investment Team
Avi Claire Chabot
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Avi Claire Chabot is a driven client service professional with a strong background in financial operations, relationship management, and high-touch client support. She brings more than five years of experience in the finance industry, where she developed strong skills in attention to detail, clear communication, and delivering a smooth, supportive client experience. She brings expertise in onboarding, operational workflows, and collaborative problem-solving, always aiming to make interactions efficient and seamless.
Avi Claire holds a Bachelor’s degree in Media Studies from the University of Colorado Boulder and has completed the Intuit Academy Bookkeeping Specialization, strengthening her foundation in accounting and financial operations. She combines her analytical skill set with a people-first mindset, striving to make complex processes feel approachable and to support others with patience and clarity.
Outside of work, Avi Claire lives in Denver with her boyfriend and their dog, Mowgli. She enjoys spending time with her family, traveling, photography and any activities that bring creativity and balance to her life.
My favorite part is getting to know clients on a personal level. I enjoy when a professional relationship evolves into a genuine friendship.
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TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
PRESERVATION OF YOUR LEGACY
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
ESTABLISH YOUR BUSINESS SUCCESSION PLAN
Succession Planning
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.
Published Content
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Ryan
Ryan Garland is a CERTIFIED FINANCIAL PLANNER® with over 13 years of experience serving high-net-worth clients with complex financial needs. Ryan specializes in helping individuals and families prepare for tax-efficient retirements, business owners navigate growth and succession, and professionals manage equity compensation or concentrated stock positions. His expertise includes complex estate and wealth transfer planning, tax strategies to minimize lifetime income taxes, and designing sustainable, tax-efficient retirement income plans. Ryan’s tax-aware investment approach ensures clients keep more of what they earn when planning for the future.
What sets Ryan apart is his ability to foster meaningful conversations that uncover his clients’ true goals, values, and aspirations. He views financial planning as a noble calling and takes pride in building clear, personalized plans. For Ryan, the most rewarding part of his work is forming genuine connections with clients, often turning professional relationships into lasting friendships.
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How did you become a financial advisor?
I found my way into the profession by following my interests and curiosity. After taking my first college finance class (I loved it!), I began tutoring the course the next semester. I then sought out an internship with a large independent wealth management firm. I had the opportunity to witness senior advisors in action and meet with clients and I was hooked. I joined the firm full-time after graduating from college, earned my CFP® certification, and ultimately became a Wealth Manager, serving dozens of high-net-worth families.
What types of clients do you work with?
I work with individuals and families who value thoughtful, proactive planning and want a long-term partner to help simplify their financial lives. My clients typically fall into one of three groups: Individuals and families preparing for a tax-efficient retirement; business owners navigating growth, succession, or a future sale; and professionals with equity compensation or concentrated stock positions.
What areas of expertise do you have?
I specialize in complex estate and wealth transfer planning, tax strategies that minimize lifetime income taxes, and designing sustainable, tax-efficient retirement income plans. My investment approach is deeply tax-aware, ensuring clients keep more of what they earn. I also work closely with business owners on succession planning and preparing for generational transitions or future liquidity events.
What kinds of strategies do you help clients with?
I help clients target long-term tax reductions through thoughtful Roth conversion strategies, diversify concentrated equity positions using tools like direct indexing, and build clear, actionable estate plans. I also create detailed retirement savings and spending plans that help clients understand what’s possible and confidently prepare for the future.
What is your favorite part of working with clients?
My favorite part is getting to know clients on a personal level. I enjoy when a professional relationship evolves into a genuine friendship.
What is it like partnering with Savvy?
In my view, Savvy is the future of wealth management. Their proprietary technology, investment strategies, and client service tools give me everything I need to deliver a modern client experience. The platform handles the back-office work so I can stay focused on aiming to improve client outcomes. Most importantly, Savvy allows me to remain fully independent so I can run my practice in a way that best serves each clients’ needs.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.