Ryan Kuhn

CFP® MS

Wealth Advisor

EP Wealth Advisors

Phoenix, AZ

Anywhere / Virtual Meetings

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

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I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

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Things to Know

Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning, philanthropy and more.
As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
Dedicated Wealth Team approach, led by your Advisor -- so you can focus on what’s important.
Taking new clients with a $500,000 investment minimum.
WATCH NOW - Weekly Stock Market Update with Adam Phillips, EP Wealth Advisors' Managing Director of Portfolio Strategy.

Get to Know Ryan Kuhn

Ryan Kuhn was born and raised in the Phoenix area. After graduating from Arizona State University with a Bachelor of Science in Finance, he started his professional career working as a treasury analyst at a publicly traded consumer benefits company. Shortly after, he decided to return to ASU to obtain his Masters of Science in Finance and pursue a new career in wealth management because of his strong desire to make a positive difference in individuals’ lives through proper financial planning. Ryan then received his Certified Financial Planner (CFP®) designation in 2021 to improve his ability to service client needs. Outside of work, he spends much of his free time competing in and studying the art of Brazilian jiu jitsu.

Education

Arizona State University, M.S., Finance
Arizona State University, B.S.

I Can Help You With:

Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Divorce Financial Planning
Investment Management
Charitable Giving
Business Planning

Ideal Clients:

High Net Worth Families and Individuals
Retirees and Near Retirees
Business Owners and Executives
Widows or Divorced Women
Professional Athletes and Entertainers
Sudden Money Situations

FAQ with Ryan Kuhn

Is EP Wealth a fiduciary?
What does it mean to have a dedicated wealth team?
Do you offer an initial consultation to see if we may be a fit?
How does EP Wealth charge for its services?

As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.

Is EP Wealth a fiduciary?
As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.
What does it mean to have a dedicated wealth team?
Do you offer an initial consultation to see if we may be a fit?
How does EP Wealth charge for its services?

Fee-Only and Fiduciary - Without Exception

Watch Our Video: Fee-Only, Fiduciary, Independent

Fee-Only and Fiduciary: Two Non-Negotiables When Hiring a Financial Advisor

Fee-Only, Fee-Based, and Commission-Based Financial Advisors - What's the Difference?

Ryan Kuhn's Designations and Affiliations

Ryan Kuhn is a CERTIFIED FINANCIAL PLANNER® Professional - Click for Verification
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Media Mentions and Industry Involvement

EP Wealth Advisors - Awards and Recognition

Office Locations

3131 East Camelback Road, #135 - Phoenix, AZ 85016

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