Ryan Stith, CFP® Pivot Point Wealth Planning

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About Ryan Stith, CFP®

My name is Ryan Stith, and I am a CERTIFIED FINANCIAL PLANNER™. I am also the founder of Pivot Point Wealth. I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when our decisions around money and life match our values.

We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as a guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads.

On a more personal note…I’m a ginger by birth, planner by nature, and teacher’s husband by choice. I was born and raised in the small town of Brandenburg, KY where I live with my wife (DeAnna), our two kids (Madeline & Henry), and our dog, Penny. I’m a huge University of Kentucky basketball and football fan (Go Big Blue!), as well as loyal English Premier League football follower. In my spare time, you’ll find me outside running, in the garage tinkering and finding any excuse to use power tools, or on a patio enjoying time with friends and family.

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Recently Published

Should I Contribute To A Roth 401(k)?

October 2, 2020

Roth 401(k)s have become an increasingly popular alternative to traditional 401(k)s, allowing you to make after-tax salary deferrals to your employer plan. You may have the opportunity to contribute to a designated Roth account in your 401(k), but are uncertain about the best savings strategy for your personal circumstance. This flowchart helps guide you through […]

The post Should I Contribute To A Roth 401(k)? appeared first on Pivot Point Wealth.

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What Issues Should I Consider Before The End Of The Year (2020)

August 24, 2020

The end of the year provides a number of planning opportunities and issues. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. In this checklist, we cover a number of planning issues that you need to consider prior to year-end to ensure you stay […]

The post What Issues Should I Consider Before The End Of The Year (2020) appeared first on Pivot Point Wealth.

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Update on TD Ameritrade – Charles Schwab Merger

December 6, 2019

If you follow financial media at all, it is likely that you have seen news about Schwab buying TD Ameritrade in a $26 billion all-stock deal. Because I custody assets for many of my clients at TD Ameritrade (see postscript for a brief explanation of what a custodian does), some have asked what this deal […]

The post Update on TD Ameritrade – Charles Schwab Merger appeared first on Pivot Point Wealth.

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Ideal Clients

  • Educators, Teachers, and Academics
  • Gen Y/Millennials
  • Parents
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Flat Fee: $500
  • Hourly Fee: $100+/hr
  • AUM: 1.25%

SEC Records

States Registered

  • Kentucky

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