Ryan Poland is committed to providing clients with the highest level of professionalism and personal service. He specializes in comprehensive retirement and financial planning and believes a sound investment plan is critical in helping clients achieve their financial and life goals. Once he fully understands your goals, he will recommend a suitable investment program that fits your needs.
Ryan takes pride in serving as clients’ “financial gatekeepers.” Based on his financial planning experience, and drawing on the extensive resources of Davenport & Company, he can address a wide range of personal financial needs for clients and can help you manage your assets with a range of professionally managed fee-based accounts or traditional brokerage accounts. Ryan offers clients access to premier professional money managers and mutual funds. For clients seeking reliable income, he can build custom fixed-income strategies.
Ryan offers a solid approach to comprehensive wealth management. It is an integrated process that is designed to help successful individuals and families capture opportunities as they continue to accumulate, protect, and distribute their wealth using tax-intelligent solutions.*
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Ryan Poland is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, Alaska, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, Michigan, Mississippi, Missouri, New Jersey, New York, North Carolina, North Dakota, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Ryan is licensed to offer insurance and annuity products to residents in Delaware, Georgia, North Carolina and Virginia.
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