Ryan Bailey
Wealth Advisor
440.287.5020
RBAILEY@REDWOODFN.COM
For over two decades, first as a U.S. Army officer, then as a financial advisor, I’ve built my career around one guiding principle: service above self.
My journey began in the U.S. Army, where I served as an officer for 14 years. It was there that I learned the power of discipline, strategic thinking, and leadership under pressure. More importantly, I gained a deep respect for responsibility, the kind that comes with making decisions that affect the lives of others. That mindset has shaped every chapter of my career, including my transition into the financial services world.
Over the past 12 years, I’ve worked in various roles across the financial industry. I gained meaningful experience at several large firms, learning both the technical and interpersonal sides of wealth management. But I also saw how often the system fell short. Advisors were bound by quotas, limited in what they could offer, and pressured to prioritize products over people. Clients weren’t being fully advised; they were being sold to. That ran counter to everything I believe about trust and service.
That realization led me to a pivotal decision: to become an Independent Financial Advisor.
As an independent advisor, I’m free to put my clients first—always. There are no corporate sales targets influencing my recommendations, and no limitations on the scope of advice I can provide. This independence allows me to build comprehensive, objective financial plans tailored to each person’s goals, circumstances, and values. I can advise with transparency, clarity, and commitment to what’s truly in the client’s best interest.
I specialize in working with physicians, families, and business owners who are seeking more than just investment guidance. They want a long-term partner to help them plan with purpose, navigate complexity, and build financial confidence through life’s transitions. Whether it’s retirement planning, risk management, or legacy strategies, I bring a structured, mission-driven approach to every client relationship.
Just like in the military, I believe preparation is everything. That’s why I take the time to listen carefully, analyze thoroughly, and build strategies that are not only sound but sustainable. My clients appreciate having someone they can turn to for honest guidance, steady support, and plans that evolve with them over time.
Because at the end of the day, financial planning isn’t just about numbers—it’s about people. It’s about trust. It’s about making decisions that shape futures, protect families, and bring dreams within reach. I take that responsibility seriously. And I’m honored to stand beside my clients with clarity, commitment, and integrity, every step of the way.
If you would like to learn more about how we approach retirement planning, we invite you to begin with our written perspective.
