Mike Ryan, AIF®, CEPA®
Crafting Enduring Legacies - Guiding Your Family's Future
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Serving Clients Nationwide
Crafting Enduring Legacies - Guiding Your Family's Future
Areas of Focus
- Business Owners
- Business Transitions
- Estate Planning
- Exit Planning
- Financial Life Planning
- High Net Worth
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Taxes
About Mike Ryan, AIF®, CEPA®
Hi, I'm Michael Ryan. With over two decades in wealth management and business leadership, my expertise far exceeds simply managing wealth for clients. I am deeply committed to partnering with business owners and high-net-worth families to help them navigate their complex and dynamic planning needs.I focus on developing close relationships with clients based on humility and deeply shared trust. Aligned with an extensive network of specialists in tax, law, and investment banking, I deliver a high level of sophistication and collaboration. Whether guiding a client through a business succession or exit, liquidity creation, tax-mitigation, or next-generation wealth transfer, I thrive on providing bespoke solutions and client-first fiduciary advice to suit each family’s unique set of values and goals.
Community Involvement
I am passionate about giving back to my community, and I am an active member of the Knights of Columbus, Council 18545, and volunteer with the Cedar Lake Conservancy. I am also a 10u hockey coach for the Northern Lakes Lightning.
Personal Life
My wife Erin and I live on Cedar Lake in Aitkin, Minnesota, in the heart of the Greater Brainerd Lakes Area, where my family has resided for five generations. Erin and I are proud parents to three daughters—Macey, a busy teenager, and Lainey and Riley, middle-school-aged twins.
When I’m not spending time with my family at the lake or at our various activities or coaching my girls’ hockey team, I am often found in the great outdoors. I especially enjoy time at the “Ryan hunting shack” or the fishing cabin on Rainy Lake, snow skiing, and snowmobiling. I am also an avid cook and reader, continually studying the next great book on business, investing, or thought leadership.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Certified Exit Planning Advisor (CEPA)
Primary Location
312 Minnesota Avenue N. Suite 2004, Aitkin, MN 56431
Additional Locations
📍 8500 Normandale Lake Blvd, Suite 1900, Minneapolis, MN 55437
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. Our journey together always begins with a conversation—one that is confidential, comprehensive, and focused entirely on genuinely understanding what matters most to you. We invite you to explore how Triton Wealth can serve your family's unique needs and aspirations.Offers Investment Management
Yes
About Triton Wealth
Triton Wealth is a trusted partner in the Brainerd Lakes community, nurturing multigenerational relationships that often span from grandparents to grandchildren. We blend genuine care with a sophisticated, world-class approach to wealth management.Whether you're planning legacy transitions, navigating a complex estate, or optimizing your business planning, our dedicated team is here to provide personalized service, designed to grow and adapt with your family's journey.
Enduring Relationships
We cherish the bonds we form, supporting families through every stage of life, year after year. Our commitment is as lasting as the legacies you build.
Deep Roots, Wide Reach
While we are headquartered in the Brainerd Lakes community, we serve clients across the country. We help you navigate the complexities of managing your wealth, wherever life takes you.
Focused Expertise
We specialize in the intricate financial landscapes of high-net-worth families, offering sophisticated strategies tailored to unique assets, complex estates, and ambitious goals.
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Investment Advisory services offered through Elevation Point Wealth Partners, LLC (“EPWP”), an SEC-Registered Investment Advisor.
Reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used the services of Michael Ryan or EPWP. Individual results vary, and EPWP does not claim, nor should the reader assume, that any individual experiences recounted are representative of what anyone using our services may experience. Third party posts found on this profile do not reflect the views of EPWP and have not been reviewed by EPWP as to accuracy or completeness.
Education
St. John's University, Management and Entrepreneurship
Hobbies and Interests
- Cooking
- Family
- Fishing
- Hunting
- Reading
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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