My Experience

Ryan J. Smith is a CERTIFIED FINANCIAL PLANNER™ practitioner with Northeast Planning Associates. Ryan is dedicated to serving the investment and financial needs of his clients, offering unbiased 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 to his clients, 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 earned a Bachelor’s of Science degree in Finance from Virginia Tech, and currently holds FINRA Series 6, 7, 24, 51, 63, 65, and 66 securities registrations through LPL Financial. Ryan is also a Certified Financial Planner™ professional, and has been named one of Boston Magazine’s Five Star Wealth Managers from 2011-2014.

Active in his community, Ryan does charitable work and resides in Newburyport, MA, with his wife and two sons. In his spare time, Ryan enjoys spending time with family and friends, participating in outdoor sports, and closely following college football.