Ryan Bond, CFP®

Hi there 👋🏼 I'm Ryan, a senior financial advisor, and CERTIFIED FINANCIAL PLANNER™ at Savvy. With over eight years of experience in the field, I have worked with renowned firms like Morgan Stanley, Pennington Partners, Vanguard, and Personal Capital. Now, I am thrilled to be part of the dynamic Savvy team, where I have rapidly expanded my client portfolio. Grateful for the support of my colleagues, we work to ensure a seamless transition and onboarding processes for my clients.

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West Chester, Pennsylvania

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How Ryan works with clients
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“I'm committed to fostering genuine friendships with my clients, moving beyond a transactional or rigid professional relationship. I want my clients to consider me a friend they can grab a drink or dinner with.”

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How can I help?

Estate & Trust Planning

PRESERVATION OF YOUR LEGACY
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible to help ensure the security and preservation of a client's legacy for future generations.
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Financial Planning & Analysis

Take control of your financial future
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Alternatives Investing

DIVERSIFICATION AND INNOVATION IN PORTFOLIOS

We actively research and monitor your alternative investments, bringing together actionable insights and forward-thinking risk assessments. Alternative investing for clients who qualify.

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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to grow and protect their wealth, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Ryan.

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Get to know Ryan

I am a senior financial advisor and a CERTIFIED FINANCIAL PLANNER™ at Savvy. My journey into the financial advisory field began about eight years ago. I initially launched my career as an intern at Morgan Stanley during my college years. Subsequently, I transitioned to a position at Pennington Partners, a smaller firm, where I managed SMA (Separately Managed Accounts) portfolios. I oversaw several hundred million dollars on their platform for a couple of years.

My commitment to advancing my expertise led me to Vanguard, where I achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Over the next three years, I worked as an advisor on their platform. More recently, I spent a couple of years with Personal Capital, which was later acquired by Empower. In the past three years, I have had the privilege of serving as an advisor with both firms.

Now, I am thrilled to be a part of the Savvy team. In just a few months, I have rapidly expanded my client portfolio, thanks to the support of a dedicated team that has assisted me with all operational aspects, helping to ensure a seamless transition and onboarding process.

Connect with Ryan:

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CONNECT WITH RYAN

Book a 30-min introductory call with Ryan.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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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.

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