Ryan Frailich (CFP®)

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

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • LGBT Couples and Families
  • Middle Income Client Needs
  • Millennials
  • Novice Investors

Planning Specialties

I work primarily with young couples who are working to balance all the complexity of today, and the coming decades. In particular, I often work with clients to solve problems related to:

  • Balancing student loans with other goals.
  • Merging finances as a couple
  • Planning for children and all the associated financial decisions
  • Buying a home
  • What happens if you get an inheritance?
  • Maximizing employer benefits

The majority of my clients work in the nonprofit or education fields.

Additional Information

Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off:

Too many people feel overwhelmed with their finances, always wondering if they're making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions.

I changed careers, earned a certificate in financial planning from L.S.U., became a CFP® professional, and started Deliberate Finances. 

When not working, I’m exploring New Orleans with my wife & young son, running or biking around the city, or watching way too many hours of tragic Minnesota sports teams.

NAPFA Start Date

December 19, 2016


This Office

3014 Dauphine St Unit S New Orleans, LA 70117 Phone: (504) 264-2385