Ryan McLin, CFP®, MBA
Wealth management for those who make an impact
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Impact Wealth Group
Ryan McLin, CFP®, MBA
Fort Worth, TX
Serving Clients Nationwide
Wealth management for those who make an impact
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Advisor
Areas of Focus
- Capital Gains
- Education Funding
- Estate Planning
- Financial Life Planning
- Giving
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- Multi-Generational Wealth
- Retirement Planning
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Taxes
About Ryan McLin, CFP®, MBA
Ryan McLin is the founder and lead financial advisor at Impact Wealth Group.Before founding Impact Wealth Group, Ryan spent years as a law enforcement officer with the Plano Police Department (Texas) and the East Baton Rouge Sheriff’s Office (Louisiana).
Ryan holds the Certified Financial Planner™ (CFP®), Certified Military Financial Advisor™ (CMFA™), Accredited Portfolio Management Advisor (APMA®), Behavioral Financial Advisor (BFA™), and an MBA from the University of Texas-Dallas.
Ryan was born and raised in Louisiana and now lives in Fort Worth, Texas. Ryan enjoys spending time with his loving wife and two beautiful daughters, fishing, and volunteering with HopeKids – North Texas where he is a Board Member.
Professional Designations
- Accredited Portfolio Management Advisor (APMA)
- Behavioral Financial Advisor (BFA)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Military Financial Advisor (CMFA®)
- Master of Business Administration (MBA)
Primary Location
9800 Hillwood Pkwy, Suite 140, Fort Worth, TX 76244
Additional Locations
📍 2900 Westfork Drive, Suite 401, Baton Rouge, LA 70827
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a complimentary intro call. I look forward to speaking with you!Offers Investment Management
Yes
About Impact Wealth Group
At Impact Wealth Group, we help our clients plan for their financial futures and live their best life. We believe that everyone deserves the opportunity to achieve their financial goals and protect their loved ones' futures.If you are about to make an important financial move such as nearing retirement, buying your dream home, or any other major life decision, we are here to support you every step of the way.
Our Guiding Values
✔️ Knowledge
Use our range of skills, education, and industry experience to provide you with informed financial direction.
✔️ Support
Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.
✔️ Integrity
Our role as your trusted financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.
Education
The University of Texas at Dallas. Master of Business Administration - MBA, Finance | Southeastern Louisiana University, Bachelor of Science (BS), Political Science and Government
Volunteer Experience
Board Member - HopeKids North Texas
Hobbies and Interests
- Baseball
- Boating
- Camping
- Cooking
- Family
- Fishing
- Grilling
- Hiking
- Reading
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Government Employees
- Healthcare Professionals
- Living in Retirement
- Military
- Nonprofit Employees
- Parents
- Real Estate Agents
- Real Estate Investors
- Sales Professionals
- Veterans
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