Ryan Vogel (CFP®)

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

Charitable Giving

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

Working with corporate executives
Clear understanding of executive compensation plans (restricted stock, options, executive deferred compensation, benefit equalization plans, etc.) and how maximize the benefits
Retirement income and tax planning
How to structure income for early retirees and take advantage of tax planning opportunities such as realizing capital gains at the 0% rate, Roth IRA conversion, NUA, etc.
Generational planning and charitable giving
How to protect assets from estate taxes and pass them securely to future generations
Properly structure charitable giving strategies consistent with client goals
Tax efficient investment strategies
Customized strategies for those accumulating, approaching, or already in retirement.

Additional Information

Ryan is a CERTIFIED FINANCIAL PLANNER™, Chief Planning Officer, and partner at Novi Wealth Partners. After graduating from Muhlenberg College, with a Bachelor of Arts degree in Business and a minor in History, Ryan chose to work for The Vanguard Group at their headquarters in Malvern, PA. During Ryan’s tenure at Vanguard, he served in several different client facing roles including investment education and High Net Worth client services.

Having spent over 15 years in the financial services industry, Ryan brings knowledge and experience in his approach to financial planning. Ryan has discovered that the majority of individuals and families do not have a firm understanding of how to properly manage an investment portfolio. He knows that money has the potential to tear apart relationships (families, marriages, friendships, etc.) and finds it tremendously rewarding to be able to relieve families of the burden associated with properly managing their finances.

Growing up playing games with his family, Ryan enjoys thinking through problems and seeing how different pieces fit together. As a person with a calm and even keeled personality, he is good at listening to people and providing thoughtful responses to their questions. Ryan feels that sound financial planning and financial management can truly make a difference in people’s lives.

Outside of the office, Ryan enjoys golfing and volunteering his time, a local non-profit which provides mental health care services. Ryan lives in Newtown, PA with his wife Meaghan, their two sons Reid and Reece, and his basset hound Luna.