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, business value acceleration and 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


This Office

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