Associate Wealth Advisor
Ryan Mitchell, CFP®
Because he has found that so many people find the topic of financial planning to be overwhelming in its complexity, Ryan Mitchell sees the crux of what he does every day as helping clients achieve their larger goals by distilling that complexity into a financial plan they both understand and feel confident about.
As an associate wealth advisor with Buckingham, Ryan works with clients to create and execute holistic and comprehensive financial plans customized to address their specific circumstances and needs, plans that include portfolio management, retirement analysis and wealth transfer strategies. In addition, Ryan specializes in advanced planning as it pertains to income taxes, insurance needs and inter-generational wealth planning, in which he helps families meet their financial goals while safeguarding their legacies and passing on their most important values.
Ryan arrived at Buckingham through the firm’s 2017 merger with WIN Wealth Management, where he served as a portfolio manager and an associate advisor. At WIN, Ryan’s primary responsibilities included portfolio management and construction, financial modeling and tax return preparation. He also served as a member of the firm’s investment policy committee and as part of its portfolio analysis service and investment research group.
Ryan earned his bachelor’s degree in business administration, graduating magna cum laude in 2009 with a major in finance and minor in accounting, from the University of Denver’s Daniels College of Business. He also holds the Certified Financial Planner™ professional designation.
In 2017, Ryan received a master’s degree in accounting from the University of Colorado-Denver.
Outside of work, Ryan, who lives in Denver, is an avid golfer and passionate sports fan.