Ryan J. Klekar, CFP®, CTFA

Sr. Wealth Advisor & Shareholder

“I try to simplify my clients’ lives and be a positive influence to help them relax and enjoy their life, while we worry about the financial details.”

Ryan’s Story

Ryan helps his clients obtain peace of mind, make informed financial decisions, and live comfortable lives without having to worry about money. He excels at simplifying his clients’ financial lives and generating creative solutions to make their money more productive. Ryan has in-depth experience designing and managing corporate retirement plans, and he is especially skilled at helping business owners turn their hard work into financial success. Ryan’s favorite part of his job is seeing the cumulative stress fall from his clients’ shoulders when they learn that they’re in good financial shape and will be able to accomplish their goals.

Ryan likes to spend his free time exercising, golfing, and coaching his kids’ sporting activities. He is married to Sara and they have three children. Ryan’s oldest son is type one diabetic, so he is passionate about donating his resources and time to helping others with this diagnosis.

Specialties: corporate retirement plan design, goal setting and execution, helping business owners, retirement planning


Ohio University, BBA, Finance


Certified Trust and Financial Advisor

Community Involvement (2)

  • JDRF, Board of Directors
  • Mariemont Schools Athletic Boosters, Board Member

Interested in working with
our team?