How to Connect


In Person Appointment

We love getting to know our clients face to face.  We can meet you in our office, and if you are local we can even arrange to meet you in a more convenient location like your home or workplace.  During our first meeting we focus on:

  • Get acquainted

  • Discovery

  • Portfolio Assessment Review

Taking Notes

Zoom Video Call

Our clients are often busy or far away and coming to our office is hard.  We use video conferences with screen sharing so you can stay up to date from where ever you are.  In our first meeting we focus on: 

  • Get acquainted

  • Discovery

  • Portfolio Assessment Review

talking on phones

Phone Call

Still not sure or just want more information?  Give us a call and see how we might be able to help.  Call our office @ 971-203-0600

Office Desk


Ryan Financial is an independent investment planning and management firm focused on helping public servants and their families build and protect wealth. Unlike many other investment advisors, we focus on comprehensive pension, retirement and investment planning for our clients.  

Our mission is to and guide our clients through different financial stages of their lives with integrity.


PO Box 1074

Gresham, OR 97030


Tel: 971-203-0600

Fax: 503-907-8341

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Securities and Advisory services offered through GWN Securities, Inc. Registered Investment Advisor.

11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700 Member FINRA/SIPC.

Ryan Financial Solutions, Security Benefit/NEA and GWN Securities, Inc. are non-affiliated companies

Ryan Financial Solutions and its representatives do not represent, nor are they affiliated with the Oregon Public Employees Retirement System (PERS), or the Fire & Police Disability & Retirement (FPDR).