Peter D. Bryans, CFA®, CAIA®, CFP®
Your wealth, your taxes, your estate plan. One team, one place.
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Serving Clients Nationwide
Your wealth, your taxes, your estate plan. One team, one place.
Areas of Focus
- Business Owners
- Business Transitions
- Estate Planning
- High Net Worth
- Investment Management
- Multi-Generational Wealth
- Retirement Income Planning
- Tax-Efficient Planning
About Peter D. Bryans, CFA®, CAIA®, CFP®
Hi, I'm Peter Bryans, Associate Financial Advisor and Partner at MCF Advisors, based in our Covington office.I joined the firm in 2015 and advise both wealth management and institutional clients, drawing on a background in investment research to deliver tailored, well-informed guidance. I'm a CFA® charterholder, a Chartered Alternative Investment Analyst (CAIA®), and a CERTIFIED FINANCIAL PLANNER™ professional.
Originally from Cincinnati, OH, I earned my degree from Ohio State University. My wife, Theresa, and I live in Cincinnati with our daughter, Mary Ellen, and our English bulldog, Susie. A proud Buckeye family, we enjoy cheering on our alma mater during football season. Outside of work, I treasure time spent with family, golfing, and traveling.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Alternative Investment Analyst (CAIA)
- Chartered Financial Analyst (CFA)
Primary Location
50 E RiverCenter Blvd, Suite 300, Covington, KY 41011
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the button above and complete the brief form to get in touch. We'll set up thirty minutes together: your goals, your questions, and your current setup. There's no cost, no obligation, and no pitch. We look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About MCF Advisors
MCF is an independent advisory firm with advisors, CPAs and estate planners on one team, serving clients nationwide from five Kentucky and Ohio offices since 2004.We are privately owned, with no parent company and no product shelf to move. Advice is our product, and every recommendation rises or falls on whether it serves you. The people who own MCF work here, so our decisions are made for clients and for decades, not for quarters. As an SEC-registered investment adviser, we act as fiduciaries, and our recommendations are guided by our clients' best interests.
Why MCF
What sets us apart is how much of the work happens in one place. Our advisors, CPAs, estate planners and specialists are on the same payroll, at the same table, so coordination isn't a referral away. We review tax return projections during the year, prepare and file returns within the same team that knows your plan*, and coordinate estate planning counsel in-house*, tracking your estate plan until it is signed, funded and done. One advisor is accountable for your whole picture, so you never have to be the person holding it all together.
Who We Serve
We serve individuals, families and business owners, and we guide our decisions by what we call the Triangle of Success: outstanding client experiences, supported by engaged team members and financial growth. We are only successful when we achieve all three. When those interests pull in different directions, we resolve them in a set order: clients first, team second, ourselves third.
Disclosures:
* Services are tailored to each client's circumstances and engagement. Not all services described are provided to every client; tax preparation and in-house estate planning coordination are provided for qualifying relationships.
Attorney licensed in Kentucky, South Carolina, Wyoming, and Ohio only. Other-jurisdiction matters are accepted only when authorized by applicable law, including, when required, through association with admitted local counsel who actively participates in the representation or through appropriate limited admission. Legal services are provided solely through MCF Legal, PLLC, not MCF Advisors, LLC. No attorney-client relationship is formed absent express acceptance and an engagement agreement.
Education
The Ohio State University, Bachelor of Science in Business Administration, Finance
Hobbies and Interests
- Family
- Football
- Golf
- Traveling
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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