Ryan has been a great partner in helping plan for the long term. I appreciate the collaborative nature of our relationship; he brings good ideas and recommendations, and is helpful in shaping and executing mine as well. He has talked me out of a few bad ideas, which is probably the most important and valuable role an advisor can play. And I appreciate that the planning is beyond just investment strategy, and is informed by taxes, career situation, and life goals. Happy to recommend Ryan to anyone.

I wholeheartedly recommend Ryan Goldenhar as a financial planner. I have worked with Ryan for several years now, with great results! Ryan is a true professional with deep and impressive knowledge of financial markets and matters. Perhaps as important, he knows how to translate these complex topics into clear, understandable terms. He simplifies financial concepts without oversimplifying them or their importance. He also has a knack for creating and sending interesting videos (that he creates himself) that relate to current events like tax season or a current market/social/political event. I have found these entertaining and helpful in that they keep me well informed and knowledgeable regarding these events as well as how they affect my own portfolio. He really is an invaluable resource for anyone seeking financial guidance. Beyond his expertise, Ryan has such a nice and caring personality and disposition—he is kind, patient, and genuinely invested in the well-being and success of his clients. His approach is always thoughtful, ensuring that every financial discussion is ‘tailor-made” and productive. You also can tell that he has the highest integrity and ethical standards, making him a trustworthy partner in your personal financial planning. Working with Ryan has been an absolute pleasure. He’s a rare find, and I wholeheartedly recommend him.

We cannot recommend Jackie and Ryan highly enough! They take the time to listen, understand individual goals, and craft a thoughtful strategy that aligns with both short-term needs and long-term aspirations. We always feel confident that our best interests are at the forefront of every recommendation. Jackie and Ryan explain complex financial concepts in a way that is easy to understand, empowering us to make informed decisions with confidence. They are incredibly responsive, patient, and proactive—consistently going above and beyond to ensure financial success. Whether it’s investment planning, retirement strategies, or general financial guidance, they bring a level of professionalism and integrity that is truly rare in the industry.

My husband and I have been clients of Ryan Goldenhar and his partner Jackie Lewis for almost five years. Throughout that time, Ryan and Jackie have advised us through several complicated scenarios.and helped us navigate and steer towards our financial goals. The standout for us working with Ryan is the caliber of advice; he's very thorough and analytical and presents the information in an easily digestible format. Lastly, Ryan and Jackie take.a holistic approach with their practice and they have a number of experts they can recommend depending on the situation. We have been very happy working with Ryan and Jackie and would highly recommend their services.

We have been working with Ryan since 2016, and with Jackie since she and Ryan joined forces in their own company. We had had a few experiences with a number of other different financial advisors, but none had come close to meeting our needs for clarity, transparency, wisdom, and heart. Ryan told us early on that one of his great joys was to Teach, which instantly endeared him to us because we love to learn. Communication with them is never unclear, never dismissive or curt or condescending, and is always delivered with great warmth and humor. They say they are always available for any questions big or small, and they really do mean it. Our relationship with them is totally professional, of course, but it is also very personal, and we consider them not only our trusted advisors but trusted friends.

For the past three years, Ryan has been an invaluable partner in managing our wealth and securing our future. His depth of knowledge, strategic insight, and unwavering commitment to service have given us complete confidence in our financial decisions. What sets him apart is his availability and willingness to answer any question—big or small. We never feel rushed or overlooked; instead, every conversation is met with patience, care, and thoughtful advice tailored to our goals. His integrity and expertise has earned our absolute trust, allowing us to relax and focus on enjoying life without constantly worrying about our investments. Knowing we’re in such capable hands has been a true gift. We highly recommend him to anyone looking for a financial advisor who genuinely cares and delivers outstanding results.

Ryan has been an invaluable advisor to us over the years, helping with everything from investments and retirement planning to big financial decisions and the small stuff in between. He’s the kind of person you trust to have your back—knowledgeable, straightforward, and always willing to talk through options. At this point, I run pretty much every financial decision by him, even just to get a second opinion, because I know he’ll give honest, well-thought-out advice. Highly recommend working with him.

We, my wife and I, have worked with Ryan for more than 10 years. He is extremely knowledgeable and experienced in financial markets and strategy. He is straightforward, honest and his commitment to being a fiduciary is exceptional. He is very personable, patient and committed to having his clients understand their strategy. We enjoy our regulars meeting which are informative and fun. We would recommend Ryan to anyone seeking financial planning.

Ryan has deep knowledge and is a fantastic advisor. He takes a collaborative approach to wealth management, is open to new ideas, willing to be challenged, and guides me into new frontiers and identifies risks in advance. Would highly recommend!

I may not be the wealthiest individual Ryan provides advice to (far from it for sure), but the level of attention I receive, due care he provides and amount detail he shares has led to an unbreakable bond of trust and confidence - which is all I care about. I had a random image go through my mind the other day of us still talking when we're both old and grey (which neither of us are today). If that doesn't sum up my opinion of Ryan then I don't know what does.