Ryan P. O'Connor, CFP®, RICP®, AEP®, CLU®, CEPA®

Ryan is a Founding Partner of the group and Wealth Management Advisor. He has several professional designations and is a CERTIFIED FINANCIAL PLANNER™ professional who offers tailored advice and written financial plans to individuals. Ryan was selected as a Forbes® Best-In-State Next Gen Advisor in 2024, 2025, and 2026. 

As an advisor, Ryan works mainly with business owners, high net worth individuals who are entering or currently in retirement, physicians, and dentists. He works closely with the Jacobs School of Medicine and Biomedical Science as a regular speaker on Financial Planning.

Ryan’s areas of expertise:

• Business value enhancing, key person and succession planning for closely held businesses.
• Tax efficient strategies
• Qualified plan design and investment solution

Ryan is active in both professional associations and community organizations including the following:

• Financial Planning Association and Estate Planning Council | Member
• Community Foundation for Greater Buffalo | Professional Advisor Council Member
• Amherst Senior Transportation Services Board | Past Board President
• Jacobs School of Medicine | Curriculum & Presenting Consultant

Ryan believes that every person can get closer to the vision of their perfect life by having a plan and committing to a disciplined approach that adjusts with their changing circumstances.

*The Top Next Gen list includes 250 rising advisors who help manage over $490 billion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. The rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of four years' experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.