Named Five Star Wealth Manager 2011-2014
Ryan J. Smith is a CERTIFIED FINANCIAL PLANNERTM practitioner with Northeast Planning Associates. Ryan is dedicated to serving the investment and financial needs of his clients, offering objective financial planning advice and access to a wide variety of products and services. He believes in building long-term relationships that help his clients reduce taxes, work toward their retirement objectives, and most importantly, attain the confidence that comes with financial freedom.
With more than 15 years of experience in financial management, Ryan is skilled in retirement planning, tax management, investment management, and insurance and estate planning. Additionally, Ryan works with small business clients, offering an array of comprehensive and customized solutions that assist in their efforts to recruit, retain, and reward employees, while also serving the goals of their business.
Ryan currently holds Series 6, 7, 24, 51, 63, 65, and 66 securities registrations through LPL Financial, and is a Member of the Massachusetts chapter of the National Financial Planning Association. He earned a Bachelor’s degree in Finance from Virginia Tech. He has been named one of Boston Magazine’s Five Star Wealth Managers from 2011-2014*.
Ryan resides in Newburyport, MA with his wife and two sons. Active in his community, he is a corporator for the Anna Jacques hospital and actively supports a number of local and national philanthropies and charitable causes. In his spare time, Ryan is a passionate soccer and college football fan and enjoys spending time with family and friends in the mountains or near the sea, as well as fishing, art, and coaching youth soccer and baseball.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.