Which best describes you?


I own a thriving company and want a better wealth management plan.


I own a profitable business and am thinking about selling it.


I sold my company and need help managing my wealth from here.

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are a different


As a chronic entrepreneur, I can safely say that we operate on a different wavelength than most. Risk is more exhilarating than intimidating, “good enough” is never actually good enough, and not being in charge sounds dreadfully boring.

The truth is, the financial industry generally caters to W-2 employees. But you operate in a larger body of water than they do, alongside bigger ships, and you need a guide who can help you maneuver stronger waves—with the wisdom of an advisor and the spirit of an entrepreneur.

Hi, I’m Ryan.

I lead Goldfin Group, a wealth management firm just for entrepreneurs. Everything we do is an attempt to protect your assets, enhance your wealth, and open doors for fresh entrepreneurial pursuits.

How we help.

We can jump in at any stage of the entrepreneurial journey, including:

The “I’m not going anywhere!” stage.

Not everyone is a W2 employee with a generic 401k. That’s why, as a wealth management firm just for entrepreneurs, we help you uncover the straightest path to the life you want.

The “These offers are looking pretty good…” stage.

When it comes to the sale of your company, you don’t want to look back with regret. We help you plan for your preferred deal, then figure out what’s next for life.

The “I’m post-sale, now what?” stage.

Earning a lot of money all at once can create as many problems as it solves. We help you answer, “What’s all this for?” then go after what you uncover with wisdom and purpose.

It’s worth a confidential conversation.

I’d love to learn more about your work. Click “Let’s Talk” to grab a time on my calendar for a short intro call. If you want to keep the conversation going, we’ll schedule time for me to learn a lot more about your circumstances and goals. By the third time we talk, I’ll recommend a more detailed path forward.

At no point in these calls will you commit to our services. In fact, even as our client, there are no contract periods. Your money is your money, so if we’ve not lived up to your expectations, we’ll make it right.

Questions to consider as you create a Family Purpose Statement that’s practical enough for kids (and parents!) to live out on a daily basis.

A comprehensive guide to help you organize your parents’ financial matters in one single place.