I’m Ryan, a financial advisor from Kansas City, Kansas. I’m a CERTIFIED FINANCIAL PLANNER™ and Principal Wealth Manager who helps professionals, business owners, and families build tax-efficient, coordinated wealth strategies. My approach goes far beyond managing investments— I focus on aligning tax, estate, and business planning to simplify complexity and create lasting financial freedom.
.webp)
Kansas City, KS
"I love building genuine relationships and helping clients move from uncertainty to confidence. I love when complex financial decisions finally make sense and clients realize their plan is a tool for freedom, not stress. Being their first call when life changes, and knowing they feel understood and supported is what makes this work so rewarding."
How can I help?
Tax Optimization
Investment Management
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.
Income Planning
Monthly recaps on financial markets. Stay in the loop with Ryan.
Get to know Ryan
Ryan Meda is a CERTIFIED FINANCIAL PLANNER™ and Principal Wealth Manager who helps professionals, business owners, and families build tax-efficient, coordinated wealth strategies. His approach goes far beyond managing investments—he focuses on aligning tax, estate, and business planning to simplify complexity and create lasting financial freedom.
With nearly a decade of experience, Ryan has guided clients through major financial transitions such as tax-optimized portfolio management, RSU vesting, trust and estate planning, and small-business strategy. He built his practice by blending institutional-level financial planning with a boutique, family-office experience offering the sophistication of large-firm resources with the personal attention of a trusted, long-term advisor.
A lifelong golfer, Ryan attended Mississippi State University, where he was part of the PGA Professional Golf Management (PGM) program. Originally from St. Louis, Missouri, Ryan now resides in Lenexa, Kansas. Ryan and his wife recently welcomed their first child, a son, in August 2025. He loves to travel, hike, and be outdoors. He has a passion for fitness, health, and wellness—values he brings into his work, helping clients live balanced, intentional lives.
I became a financial advisor because I've always been drawn to helping people make better, more confident decisions. Early in my professional career, I saw how many individuals were investing without a coordinated plan and missing opportunities to align their financial life with what actually mattered to them. At the end of the day, I love taking something that feels overwhelming and turning it into a roadmap that helps clients live more intentional and meaningful lives.
I primarily work with growth-minded professionals, business owners, and families who are serious about building, balancing, and preserving their wealth. Industries I commonly serve include sales and business leadership, real estate, legal and medical professionals, engineers, consultants, and private equity or finance executives.
My areas of expertise include investment management, financial planning, cash flow planning, tax planning, estate & trust planning and real estate investing. I enjoy working with clients in a variety of ways to ultimately support their long-term goals.
I focus on tax-efficient wealth strategies that integrate investment management, tax planning, estate design, and business ownership. My approach goes beyond portfolio returns and is about creating alignment across every part of a client’s financial life.
Typical strategies include active after-tax portfolio management (direct indexing, ETFs, and asset location), private real estate and alternative investments for income and diversification, and tax minimization planning through loss harvesting, Roth conversions, and charitable giving.
I also help with estate and liquidity planning, including trust coordination life insurance strategies.In short, I help clients simplify complexity and build sustainable, tax-smart wealth that supports their long-term goals and financial freedom.
My approach is built on integration, intention, and real connection. I don’t just manage investments, I coordinate every piece of a client’s financial life so their tax, estate, and investment strategies work together seamlessly.
What truly sets me apart is how I blend advanced planning with a human-first mindset. I stay deeply involved, communicate proactively, and take the time to simplify complex strategies in a way clients can actually understand. No matter what net worth, I treat every conversation like it’s with my own family — transparent, honest, and focused on what matters most to them.
I love building genuine relationships and helping clients move from uncertainty to confidence. I love when complex financial decisions finally make sense and clients realize their plan is a tool for freedom, not stress. Being their first call when life changes and knowing they feel understood and supported is what makes this work so rewarding.
I’m excited to join Savvy because it aligns perfectly with how I serve clients — investing my time where it matters most, rather than wrestling backend systems. Their technology-first platform gives me a single dashboard for investments, tax-sensitive workflows, and real-time client insights.
On top of that, they back me with an operational model that frees me from compliance and manual tasks so I can focus on strategy, relationship-building, and delivering the kind of coordinated, high-touch planning I believe in.
I’m at Savvy not just for its tech stack, but because it gives me the platform to deliver institutional-quality, tax-smart wealth management while staying personally connected, human-driven, and focused on your financial freedom.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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. Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”).
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.
