Financial Advisors
Richmond, VA
Ryan T Robertson is a CFP® and AAMS® certified financial advisor at Edward Jones in Richmond, VA, serving clients with $1,000,000+ in investable assets. He specializes in retirement planning, wealth strategies, retirement income planning, intergenerational planning, estate and legacy strategies, business retirement plans, and LGBTQ+ financial planning. Ryan and his team provide comprehensive financial advisory services designed to help clients build and preserve wealth across multiple life stages.
Ideal for: High-net-worth individuals, business owners seeking retirement planning, clients interested in intergenerational wealth transfer, LGBTQ+ clients seeking specialized financial guidance
Service area: Richmond, Virginia and surrounding areas
CFP® and AAMS® Certified: Ryan holds both CFP® (Certified Financial Planner) and AAMS® (Accredited Asset Management Specialist) credentials, demonstrating advanced expertise in financial planning and asset management.
Specialized Focus Areas: Offers targeted planning for LGBTQ+ finances, intergenerational planning, estate and legacy strategies, and business retirement plans—services beyond standard investment management.
Established Practice: Works with clients managing $1,000,000+, supported by a dedicated team including branch office administrators for comprehensive service delivery.
Address: 2235 Staples Mill Rd Ste 210, Richmond, VA 23230
Phone: (804) 288-5200
Website: edwardjones.com
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