What Does Independence Mean To You?

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Your Wealth

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Meaningful

Independence.

We believe in the dream of financial independence and want to help make your dream a reality in retirement. We understand the importance of freedom in retirement, so we offer solutions to fit the needs of our clients. Focusing on healthcare legacy planning, and retirement planning, we are dedicated to finding exactly what you need to maximize your independence in retirement.

Tailored And

Uncomplicated.

At Your Wealth, we take a simplified retirement management approach because we believe it doesn’t have to be complicated. Our focus is on supplementing income in retirement with immediate income and growth solutions while guiding you toward financial independence. We don’t utilize one-size-fits-all plans or condescending financial industry Jargon. We are Independent to best serve our clients, and we want that to mean something to you.

M. Ryan Cunningham

Founder

Ryan Cunningham values family and community. He and his wife are partners in owning and operating a baseball training facility where his children train, but they are also involved in working at the facility. The Cunninghams have worked hard to instill a good work ethic in their children and are proud that this space has become a community space. However, Ryan’s story isn’t only about baseball but a story of perseverance, resilience, and, ultimately, independence.
Ryan began his journey with a degree in Criminal Justice, but that wasn’t where his heart was, and it wasn’t a long-term plan for him. He then got the entrepreneurial itch and started and sold three landscaping companies before realizing he preferred working directly with people. After learning that his neighbor had a financial planning group, Ryan decided to give it a go. They worked closely together for about a year and a half but then moved to another group of high net-worth planning. While Ryan learned and honed his craft working for other companies, he realized to only way to truly serve his clients and gain his own independence was to start his own practice.
In 2018 Ryan made his dreams come true with persistence and a deep understanding of what he wanted to build in his own practice. Frustrated with big box company-centric agendas that did not serve his clients interest led Ryan to found Your Wealth. In starting his own practice, Ryan has been able to customize plans for his clients, meeting individual retirement needs. Ryan has made his dream of independence come true and found his purpose is to share what he has learned with his community.

“Building a long-lasting relationship with our clients is our number one priority.”

Straightforward.

Simplified. Independent.

At Your Wealth, we want to minimize the stress of your finances in retirement with a straightforward plan. We are committed to providing you with a simplified process to maximize your financial independence and are ready to walk you through the process. We want to help you actualize your dream through tailor-made, manageable plans that we hope will allow you to achieve independence and peace of mind.

Events

UPCOMING EVENTS
More events are on the way! Check back soon for more information.
January 1, 2024
Retirement Planning Workshop
5:00 PM – 7:00 PM
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Location