Ryan-Canfield
Helping Millennials simplify their life so they can continue to experience life today, while also saving for the future.
Ryan-Canfield · Enola, Pennsylvania
Is this you, Ryan?
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About
Making good money but still feel like you're stuck? You're not alone. Maybe you're dealing with:
• A great salary • Student loans that won't go away • No idea where, how to, or what you should be investing in • Fear of making financial mistakes • Uncertainty that you're not taking full advantage of all opportunities • Wanting to travel more today, while also responsibly saving for the future
We get it! We've helped a lot of Millennials just like you. We speak your language. No jargon, no judgement. Just clear guidance.
Who they serve
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Early-career professionals
Services
- 401(k) & IRA Management
- Cash Flow Planning
- Debt Management
- Estate Planning
- Financial Advice & Coaching
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Portfolio Management
- Social Security Planning
- Asset Allocation
- Business Succession Planning
- College/Education Planning
- Education Planning
- Exit Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Tax Strategy
Structured record
| Name | Ryan-Canfield |
|---|---|
| Firm | Ryan-Canfield |
| Location | Enola, Pennsylvania |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer · One-Time Financial Planning Fee · Subscription |
| AUM | $25M - $100M |
| Founded | 2023 |
| Firm size | 1 employee |
| Affiliation | Broker-Dealer Only |
| Designations | Series 7 · Series 66 · Other |
| Investment approach | Active management · Passive management |
| Website | www.victuswealth.com |
| /ryancanfieldaif/ |
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Specialties
- Small business owners