Wealthtender Wealthtender

Financial Professionals
Sign In / Sign up

Individuals
Subscribe for Money Tips

Wealthtender

Ryan Furlong, CFP®

Helping Entrepreneurs and Families Find Financial Independence Faster

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
PurposePath Capital Ryan Furlong, CFP®
Maplewood, MO

Serving Clients Nationwide

Helping Entrepreneurs and Families Find Financial Independence Faster

(636) 534-1525

Website

Areas of Focus

  • Estate Planning
  • Family and Money
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes
  • Women & Wealth

About Me

Hi, I’m Ryan Furlong. I come from a humble Midwest background and didn’t grow up wealthy. Instead, I dedicated myself to working exceptionally hard and learning from the best in our industry.

My goal is to help you find the same confidence with your money.

Personal Finance is complex, and I believe that everyone should have access to the knowledge I’ve gained throughout my journey. Unfortunately, it’s something that most people never learn about in school, which is why I’ve made it my mission to change how we view financial advice.

Being a financial nerd at heart, I consider myself fortunate to have discovered this passion. It has allowed me to help many individuals and families gain confidence in achieving financial independence and even build wealth for the first time in their families.

Good communication and honesty are fundamental values that guide everything I do. With over a decade of experience in this industry, I wake up every day grateful to have found my purpose in serving wonderful business owners and people like you.

While I spent the last two years in Denver, I now reside in my home, St. Louis Missouri. My fiancee, Erin, and two Dogs, Molly and Winnie, are my adventure buddies. You can often find me fly fishing, golfing, exercising, spending time outdoors, or trying new food.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • The AGC

Primary Location

maplewood, mo

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call. We want to get to know you! We start with an introductory meeting to learn more about you and your situation. Then, we'll share information about our firm, our process, and how we can best serve you. This meeting helps us determine if we'd be a good fit to work together before exploring further.

Offers Investment Management

Yes

About our Firm

At PurposePath Capital is to help business owners and families optimize their finances, design their ideal life, and plan for a secure retirement. Simply put, what’s best for your family and your finances always comes first.

The goals we set together are more powerful when they have a purpose. That’s why we encourage you to dream. We all have dreams for our personal, professional, and financial lives.

Are you chasing them, or do you feel trapped, in a rut, looking for a new challenge?


OUR SERVICES:

✔️ Financial Planning: We work closely with you covering every aspect of your finances, goals, and your dreams while simultaneously fortifying our relationship together, bringing new meaning to the commonly overused industry expressions “holistic” and “comprehensive”.

✔️ One-Time Financial Plans: For those who are DIYers but still want feedback on the direction they're headed. We analyze your full picture and provide you with the most critical take aways to set you up for success.

✔️ Business Planning: Running a business is time-consuming but spending time with your family and doing what you love is what matters most to you. Sound familiar? We've designed a one-stop shop offering to help you run your business, not the other way around.

✔️ Investment Management: Part of optimizing your financial life is to help you grow and protect your wealth over a long period. Our investment management philosophy is rooted in low-cost portfolio management that can ensure that we mitigate risks and keep tax liabilities at a minimum.

Education

University of Missouri-Columbia, Bachelor of Science (BS), Financial Planning

Hobbies and Interests

  • Eating Out
  • Family
  • Fishing
  • Golf
  • Hiking
  • Reading
  • Traveling
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Entrepreneurs
  • Families
  • Gen X
  • Gen Y / Millennials
  • Single Women
  • Women Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Get to Know Certified Financial Planners & Find a CFP
Financial Planning for Military Officers & Enlisted Personnel
Looking for a Financial Advisor as a Small Business Owner?
Should You Hire a Retirement Financial Advisor?
Financial Planning for Women by Life Stage
Looking for a Financial Advisor in St. Louis, Missouri?
Looking for Financial Advice for Widows? Meet Financial Advisors Who Help Women After the Loss of a Spouse
Looking for a Financial Advisor for Millennials?