Ryan McClung (CEPA, CFP®, CPA)

Ryan McClung focuses in the
following client markets or areas of practice:

  • Business Owners
  • Generation X
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Wealth management, retirement planning and business exit planning for business owners.

Additional Information

We specialize in providing personal financial planning services to individuals and families. Along side that we also offer business consulting services with a focus towards improving business value in anticipation of selling in the next 1-5 years. Our services include business owner retirement and exit planning, investment advising, estate planning, personal risk assessment, and personal and business tax planning.

NAPFA Start Date

May 12, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

420 2nd Street Lake Oswego, OR 97034 Phone: (971) 350-8523