A dedicated financial advisor, Ryan Kerr helps young professionals, families, and business owners navigate every step of their financial journey.
Ryan has always loved helping people in his previous sales career and has a unique ability to build trusting, long-standing relationships. He decided to leverage these passions and become a financial advisor when he realized the power of helping people navigate what can be a very complex landscape.
Ryan’s mission is simple… to serve as a financial guide by first understanding your needs and then providing appropriate advice and a comprehensive roadmap to help you work towards your personal vision of success.
Whether you are in the corporate world, recently started a business, are retired or soon to be retired, Ryan will work with you to determine your short and long-term financial goals. This starts by identifying your risk tolerance, then creating a plan to address your evolving goals.
With every interaction Ryan delivers exceptional service, with true compassion, always ensuring you are both comfortable and confident in the steps being taken.
Acting in a fiduciary capacity in advisory client relationships, it is Ryan’s legal duty to put your needs first and act in your best interest while maintaining full transparency throughout the financial planning process.
Ryan graduated from Radford University with a bachelor’s degree in history and social science.
He lives in Roanoke, VA with his wife, Blair, and their child, Hayden. Outside of the office, Ryan enjoys hiking, reading, swimming, and spending time with friends and family.