Ryan McLin, CFP®, MBA
Wealth management for the public sector, small business owners, & retirees.
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Serving Clients Nationwide
Wealth management for the public sector, small business owners, & retirees.
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®), Tax Planner Certified Professional (TPCP®), 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 the Texas Ranger Association Foundation & 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)
- Tax Planning Certified Professional (TPCP)
Affiliations
- The AGC
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
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- 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
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
HopeKids, North Texas | Texas Ranger Association Foundation | Village Schools International | Big Brothers, Big Sisters
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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Write a Review
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Easy to work with and very knowledgeable
From Public Sector to Big Tech
Public Sector Wealth Advisor - Highly Recommend!
So glad I connected with Ryan at Impact Wealth Group
Knowledgeable and Timely
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