Reviews for Ryan McLin, CFP®, MBA

3 Certified Advisor Reviews™

Public Sector Wealth Advisor - Highly Recommend!

✅ Wealthtender Certified Advisor Review™
Jun 30, 2025
I’ve known Ryan for over 20 years and as my financial advisor for 6 years. He’s one of the most dedicated and knowledgeable financial advisors out there — especially for first responder and public sector professionals. Ryan is especially focused on tax planning, helping clients save money not only now but over a lifetime. He’s steady, thoughtful, and always puts clients first. If you’re looking for someone who truly understands your unique needs and has the experience to back it up, Ryan is the advisor you want in your corner.
Relationship to Financial Advisor: Client as of Jun 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Darren F
Darren F

So glad I connected with Ryan at Impact Wealth Group

✅ Wealthtender Certified Advisor Review™
May 25, 2025
I initially met with Ryan and his team to review life insurance options. After addressing that need, Ryan helped me better understand the larger need for proper financial planning. During subsequent conversations, we set goals and timelines for where I wanted to be over the next few decades and his firm’s various software applications helped to make the planning process much more realistic and visual. Jenna was also a pleasure to work with during the onboarding process and she is always available to help answer any questions. I am looking forward to working with the Impact Wealth Group team in the future and cannot recommend them enough.
Relationship to Financial Advisor: Client as of May 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Holly K
Holly K

Knowledgeable and Timely

✅ Wealthtender Certified Advisor Review™
May 13, 2025
I’ve been reading Ryan's newsletter and really enjoy it. The insights are always timely, easy to understand, and it’s clear he really knows his stuff. I look forward to it every month.. it’s one of the few financial newsletters I actually make time to read. Super helpful and always relevant to what’s going on in the market and everyday life.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Testimonials on this site may not be representative of the experience of all clients and are not a guarantee of future performance or success. No compensation was provided for these testimonials. All opinions expressed are those of the individuals and do not reflect the views of Impact Wealth Group or its affiliates.
Avatar for Donna T
Donna T