Ryan Langan, CFP®
Modern Financial Planning For Millennial Families.
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YOURPATHFi
Ryan Langan, CFP®
Philadelphia, PA
Serving Clients Nationwide
Modern Financial Planning For Millennial Families.
Areas of Focus
- Cash Flow
- Employee Stock Options
- Equity Compensation Options
- Financial Life Planning
- Having a Baby
- Investment Management
- Taxes
About Me
Hi! I’m Ryan, Founder & Financial Planner of Your Path Fi. I offer a flat-fee financial planning experience to millennial families seeking a modern financial planning experience.During your journey through your 20s, 30s, and 40s, you are bound to encounter numerous life transitions. Each of these transitions presents an opportunity for smart financial planning, enabling you to pave the way to both happiness and optimized finances. Whether it be the milestone of marriage, the realization of owning your dream home, expanding your family, or embarking on a new career, you deserve access to personalized financial planning that will empower you and your loved ones to achieve your ideal life.
In today's world, younger generations are more determined than ever to embrace the present, enjoying life's experiences while still making smart financial plans for the future. Although the internet provides an abundance of information, sifting through it all and designing a customized plan that aligns with your unique circumstances can be overwhelming.
At Your Path Fi, I am dedicated to providing you with personalized financial education, serving as your trusted accountability partner, and remaining by your side as your personal financial planner as your life evolves. I believe that before we dive into the dollars and cents, we should first understand what your ideal life looks like. Only then can we use your motivators to put a plan into place and utilize your money as a resource to reach your ideal life. I also believe that financial planning is an ongoing experience, not a one time event, and is best delivered in bite size realistic action items to keep Your Path to financial independence moving forward.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Philadelphia, PA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
As a millennial, you desire a unique experience with everything that you do. Your financial planning experience should be no different. A modern financial planning experience allows you to focus on living a life of happiness today while also being intentional with your money for tomorrow.Many impactful life transitions occur in your 20’s, 30’s, and 40’s. Whether this is growing your family, buying your dream home, changing careers or starting a business.
Life Transitions = Opportunities For Smart Financial Planning.
We believe in expanding the accessibility of powerful financial planning, backed by transparency, unbiased advice, and an experience focused on you. This is how we offer a modern financial planning experience.
A MODERN FINANCIAL PLANNING EXPERIENCE
✅ No Asset Minimums: We believe that everyone deserves access to beneficial financial planning no matter the level of investment assets that you have accumulated.
✅ Flat fee: No commissions, no insurance or product sales, and no fees based on your investment portfolio size. We believe in transparent straightforward pricing.
✅ Advice Only Option: There is no requirement for us to manage your investment assets in order to work with us. We understand that you may be more comfortable managing your own investments and prefer a DIY approach.
✅ Independent: We are not associated with any brokers, insurance companies, or banks. This allows us to put your best interest above anything else.
✅ Technology Driven: While we are located in the suburbs of Philadelphia, we are set up to serve individuals nationwide through the use of virtual meetings, digital onboarding, and robust financial planning/investment management platforms.
✅ Tax Planning: We know that tax planning is an essential element of your financial planning. While most financial planners run from tax planning, we embrace it.
Education
West Chester University of Pennsylvania, Accounting & Finance, Business and Public Affairs
Hobbies and Interests
- Animal Rescue
- Baseball
- Beach
- Church
- Cooking
- Family
- Football
- Golf
- Grilling
- Hiking
- Music
- Reading
- Sports
- Traveling
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Newly Engaged / Newlywed
- Parents
- Physicians
- Technology Professionals
- Young Families
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