Ryan Langan is a CFP-designated registered investment advisor at Your Path Fi, based in West Chester, PA, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 11 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of Your Path Fi's wealth management service, at no additional fee. The firm provides continuous advice on investing client funds based on individual needs. Clients grant Your Path Fi authority to buy and sell securities on their behalf.
Contact
Ryan Langan
Location
West Chester, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is the Founder, Financial Planner, and CCO of Your Path Fi LLC, a fee-only registered investment adviser. This occupies nearly all of Ryan's time, including 110 hours during trading hours.
Employment History
Current Registrations
Your Path Fi
Previous Registrations
Smartpath Advisors
Nectarine
Origin Financial
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Radnor Financial Advisors, LLC
Mycio Wealth Partners, LLC
Securian Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
From a young age, I witnessed my parents struggle with their finances which contributed to their ultimate divorce. This left a lasting impact on my feelings toward money and lit a fire inside of me to consume financial education.My first financial planning experience was when I helped my mom prepare to transition from a stay at home mom to the head of household. Supporting my siblings and I financially presented a new set of challenges that were difficult to navigate. Together, we educated ourselves and created a plan for our family to get our household finances in order.It was after this experience that I knew that my purpose was to educate others and empower them to use their money as a resource to live their optimal life.I entered the Financial Planning industry in 2016. While I had the opportunity to help others and learn a lot, I knew that something didn’t feel right. Working for larger firms, increasing revenue always took priority over the client experience. This inevitably leads to a lack of bandwidth to give every relationship your all and being overworked and mentally drained.This environment certainly didn’t align with my vision of offering the ideal Financial Planning experience, so I set out to offer a better way.With Your Path Fi, my goal is to build a business that serves a limited number of individuals at a high level. Why? So that I can dedicate my time and efforts to provide you a deep relationship-based experience centered around empowering you to use your money to have the life you want.I’m also a firm believer that Financial Planners must focus on a balance of self-care and pursuing our own life happiness so that we can be present and intentional with you. So what does this look like for me? Experiencing life with my wife Haley and our rescue pup Tucker, traveling to new places, staying active outdoors and in the gym, and of course Sunday dinners with my family hosted by my chef brother.