Ryan Mehalovich, Cfp® Email & Phone Number

Financial AdvisorMy goal is to design a strategy that will help accomplish the financial and life goals you have. That may mean building wealth, preserving it, creating a spend down plan for your personal cash flow, or passing it on to the next generation. Managing your finances in a way which allows you to accomplish all that is possible requires – a plan, regular attention, discussion resources for all the financial issues that may come up, and discipline to proven methodology of investing. My practice is built with clients who want quiet relationships, deep discussion resources, and a focus on their goals. Management of clients' investment portfolios focuses on the science of investing -- lower portfolio turnover, lower operating expenses, lower transaction costs, greater tax efficiency, greater control of asset allocation and broad diversification and risk reduction within asset classes. Each client's portfolio is a reflection of their risk tolerance. I inform and educate people how to invest intelligently by avoiding inflated Wall Street costs, commissions, and predictions. When the focus turns to low costs, broad asset based investments, and a disciplined approach, portfolio returns and risk become much more reliable. Armed with reliable information, I will help put you in the best position to reach your financial and life goals./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Portfolio Management, Investments, Wealth Management, and Finance.

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  Financial Advisor

  Edward Jones

  Jul 2022 - Present