Ryan Hicks, CFP®

Ryan is the founder and director of wealth management for The Hicks Team.

Ryan has a true passion for helping people. Ryan’s favorite saying is, “people have goals and dreams, I want to help them make these a reality.”

Ryan and his Team work tirelessly to help their clients reach their maximum financial potential. The Team approach promotes active and ongoing client service, quarterly client reviews, and “think tank” strategy building for client planning.

Ryan has specialized in working with business owners, pre-retirees/retirees and high-income earning entrepreneurs and professionals for over 15 years.

His work in the business owner community has proven his abilities to recognize business risks and understand where the business owner should be redeploying funds to build and grow their most precious asset - their ability to thrive in business.

Ryan’s retirement planning strategies have helped create a plan for his retirees where they are in a better position to maximize their retirement income and minimize taxation so they can enjoy their retirement lifestyle throughout their GO-GO years and beyond.

For his high-income earners and entrepreneurial clients, he helps them protect their ability to Earn Income - their most valuable asset! Through a cash flow analysis, he shares that every dollar earned, spent, saved, or invested becomes either efficient or inefficient. Taxes are one of the largest erosions to our capital and it must be addressed annually. His proprietary planning process allows for his clients to review the cause and effect of every dollar in their financial plan.

Ryan studied Accounting and Finance at the University of Pittsburgh. This education has been passed through to his clients, granting them an edge through the planning techniques in which he has the ability to create and recognize.

Ryan also earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation where he is held by the CFP® Boards Code of ethics to act in the highest degree of responsibility over the management of his clients planning and decision making

Ryan resides in Peters Township with his wife Jill and two sons Asher and Landon. In his time away from the office, he enjoys spending time with his family, sporting events and golfing.

Ryan and his Team are here to help and look forward to having a conversation about your financial position.

This material is intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. The Hicks Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0M18922. 2022-141808