Julia Lilly (CFP®, MBA)

Julia Lilly focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Divorce Planning
  • Entrepreneurs

Planning Specialties

Life Transitions Tax Planning Investment Planning Comprehensive Financial Planning Education Planning Estate Planning Budgeting Retirement Planning Inheritance Debt Management

Additional Information

Julia is a Certified Financial Planner ® who is passionate about providing unbiased, holistic financial planning to her clients.

Julia has spent the majority of her career in various roles within the financial services industry ranging from investment banking, government consulting, higher education financial management, and personal financial planning. All of these experiences have provided Julia with a broad perspective on the power of proper planning.

Following graduation from the University of North Carolina – Chapel Hill as a Morehead-Cain scholar, Julia certainly never imagined that her plan would involve a career in finance. She began her professional journey in the legal world, but quickly realized that the legal world was not for her. This realization led Julia to pursue her M.B.A from San Diego State University while living in California during her husband’s service in the U.S. Marine Corps.

Since that time Julia has embraced her passion for finances and operations and is constantly seeking to learn as much as she can about financial planning options available today to individual investors. She is an advocate for making financial advice accessible, and believes strongly that there is an opportunity to better serve clients on their path to financial clarity.

Julia founded Ryerson Financial out of her desire to bring a unique financial planning solution to individuals and families looking to organize their financial lives. Ryerson Financial is about more than the dollars in an investment account. The firm is centered on helping clients craft a flexible financial plan that reflects their goals and dreams.

NAPFA Start Date

March 18, 2022

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This Office

Call for an Appointment Houston, TX 77070 Phone: (314) 680-9677