Ryan Beach

Background

About Ryan Beach

My team's holistic approach to partnering with my clients is based on understanding what is most important to you; using an established process to build you personalized strategies; and partnering with you throughout life to help keep you on track. My investment philosophy is a long-term approach that focuses on quality, sustainability, historical context and common sense. We work closely with clients in 30 states, and focus on partnering with the following- High-net-worth families with complex financial needs - University and college faculty and staff - Defense contractors and those associated with the Department of Defense (DOD)- Serious, long-term individual investors - Professionals such as attorneys, accountants and engineers - Foundations and non-profit organizations - Small to medium-sized business owners I carry both finance and accounting degrees from Cedarville University, as well as the Accredited Asset Management Specialist™ designation, and have been recognized by FORBES as a-Top Next-Gen Wealth Advisor Best in State for Ohio** in 2023 & 2024 Outside of the office, my wife, Ali, and I enjoy traveling, golfing, cooking and raising our new daughter, Margot. I'm also a member of the Kiwanis Club of Xenia and a founding board member of Community STEAM Academy Xenia. I also am currently serving as the Ohio Chair for the Edward Jones Grassroots Legislative Task Force, a volunteer advocacy group whose mission is to be the voice of the individual investor in our nation's capital. I'm proud to have Rebecca Zeolla as my Branch Office Administrator. Together, we're dedicated to providing you and your family with the best client experience possible. Join me on this journey, and let's work together to achieve your financial goals.**2023-2024 Forbes Top Next-Gen Wealth Advisors Best-in-State in Ohio, published in August each year, research by SHOOK® Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see