Choosing a Financial Advisor
As independent fiduciary advisors, we are held to the highest standard of care. That means our responsibility is to provide advice that is in your best interest, not advice designed to meet sales quotas, promote proprietary products, or support a larger institution’s agenda. When you come to us with a question, our focus is on finding the best solution for you.
That means coordinating with your CPA or attorney, introducing you to a lender, banker, or specialist who may be better suited to help with a specific need. Our job is not to fit you into a product, it’s to help you make informed decisions.
In our mind, choosing a financial advisor comes down to three questions: Are they a fiduciary? Do they pick up the phone? Do they start with a plan? The right advisor should put your interests first, be accessible, and take the time to understand your goals before making recommendations. At Ride Wealth Partners, we believe great financial advice starts with a relationship, not a product, because who picks up matters.
A good financial advisor does more than manage investments. They help you make informed decisions about retirement, taxes, healthcare, estate planning, and connect you with resources to be successful. More importantly, they should help bring all the moving pieces together into a coordinated plan designed around your goals
Clients choose Ride Wealth Partners because they want more than investment management. They want a trusted advisor with the experience to help them navigate life’s opportunities, challenges, and transitions.
With nearly 20 years in the financial services industry, Kevin has served as a strategic leader, Chief Investment Officer, and senior advisor. He brings seasoned investment expertise alongside personalized guidance tailored to each client’s goals, values, and vision for the future.
Beyond thoughtful portfolio construction and access to a broad range of investment opportunities, clients value having a trusted partner who knows their story, answers the phone, and provides proactive advice every step of the way. It’s a personalized, family office-style experience built on relationships, trust, and long-term partnership.
When you call Ride Wealth Partners, you’ll work with Kevin and Ryan directly. Our relationship with you matters above all else and that means Kevin and Ryan pick up the phone for every call, respond to every email, and build every portfolio themselves. You deserve someone who knows your story, understands your goals, and is familiar with the plan we have built together. Our clients value having a dedicated advisor who is accessible, responsive, and we are proud that we can offer that.
The answer is different for everyone and changes through your stage of life. Some clients are navigating major life events and may speak with us weekly, while others simply want confidence of knowing we’re there when needed. Though we like to check in at least once a month and have an in-person meeting once a year. We pride ourselves on being both a trusted resource and a proactive partner, working behind the scenes to help keep your financial life organized and moving forward. We are here when you need us, and a pillar of your support system when you don’t.
Our advisory fee covers far more than investment management. We serve as your financial partner, helping you coordinate every aspect of your financial life. Depending on your needs, that may include retirement and tax planning, estate planning coordination, Social Security and Medicare analysis, cash flow management, charitable giving strategies, business transition planning, and ongoing financial guidance. We’ll even help maximize your credit card points and rewards programs.
