fbpx

Ryan Bannister, CPA

Financial Planning for Busy Twitch & YouTube Creators.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
1Up Financial Advisors Ryan Bannister, CPA
Raleigh, North Carolina

Serving Clients Nationwide

Financial Planning for Busy Twitch & YouTube Creators.

Areas of Focus

  • Family and Money
  • Financial Life Planning
  • Owning a Business
  • Real Estate Investing
  • Taxes

About Me

Hi! I’m Ryan Bannister, Owner and Lead Money Man of 1Up Financial Advisors. I help busy Twitch and YouTube creators like you manage money.

After telling someone you're a content creator, has anyone ever asked you, "Do you have a real job too?" It seems like so many people today still don't understand that making a living online isn't just possible; it's how the world works now.

This misconception is definitely still running strong in the world of money & finance. That's where I come in as a financial planner - my job is to help busy creators plan their goals for life, family, and business into the world of money. Bring a beer, this will be fun. Think of me as the guy who helps you write the strategy guide to your game of money.

I’m a licensed CPA and fee-only financial planner, both of which make me a fiduciary for you. Think of that like the legal version of Snape’s Unbreakable Vow — meaning I’m legally obligated to put your best interest first in any strategies I recommend.

I love building relationships and helping people work towards their version of "financial success," whether that's creating more free time to do the things you love or socking away what you make for your kid's college fund. I want you to be excited to look at your bank account, able to breathe and focus on creating, and confident in understanding where your money is going.

Professional Designations

  • Certified Public Accountant (CPA)

Affiliations

  • American Institute of CPAs
  • XY Planning Network

Primary Location

Raleigh, North Carolina

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above and use the form to schedule a free consultation call with me. We’ll chat for 20-30 mins to see if we’re a good fit to work together. We typically don’t get into numbers, and will mainly talk about your business and what you’re looking for in an advisor.

Offers Investment Management

Yes

About our Firm

If your money feels like the final boss you spend hours trying to beat, we're your strategy guide.

You’re making way more money than you ever thought you would playing video games and creating content. But does it feel like you just never have the time (or interest, don’t be shy) to keep up with it all?

Just like with a game, if you sit there for hours, you can eventually get a handle on this money thing. But who wants to do that?

Imagine how it would be different if you were PSYCHED to look at your money knowing you’re making the right moves...that’s where we can help as a fee-only financial planning firm.

We put your interests first and team up with you to create your own personal money strategy guide (just like the good ol’ Nintendo Power days).

WHAT GETTING STARTED LOOKS LIKE:

If you’ve never worked with an advisor before, I know it can feel really weird to book a call with some guy on the internet. So here’s the process you can expect when you book your intro call with me:

1️⃣ Book an Intro Call. Here, we’ll chat for 20-30 min to see if we’re a good fit. We typically don’t get too deep into numbers, if at all. We’ll mainly talk about what you’re looking for in an advisor, as well as your goals for life, family, and business.

2️⃣ We’re a good fit! I’ll invite you to a longer meeting where we’ll dive a bit deeper into money and start creating potential strategies to match your short and long-term goals.

3️⃣ Decide next steps. After both of these sessions, we will decide what’s next. If you’re ready, we’ll schedule the initial planning meetings and get this show on the road. If the full planning process isn’t for you yet, I still have plenty of other resources to help you.

Education

University of North Carolina Wilmington, Master's Degree, Accountancy

Badges

Hobbies and Interests

  • Beach
  • Computer
  • Cooking
  • Golf
  • Reading
  • Video Games

Who We Serve

  • Business Owners
  • Content Creators
  • Crypto Investors
  • Gen Y / Millennials
  • Gen Z
  • Real Estate Investors
  • Remote Workers

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.