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10001 Woodloch Forest Dr, Suite 550, The Woodlands, TX 77380

281-362-1995
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Ryan Mathes, CFP®, APMA®, BFA™

Ryan Mathes, CFP®, APMA®, BFA™

Financial Advisor

281.362.1995

ryan.mathes@theswa.com

My Approach                             Request a Consultation

What you can expect when you work with me

At Schroeder Wealth Advisors, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance

Qualifications

CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.B.A., 2008, Finance. The University of Texas, Austin, TX.

Meet Ryan

Ryan is an experienced financial advisor dedicated to helping clients achieve their long-term financial goals since 2009. With her CFP®, BFA™, and APMA® certifications, she provides in-depth wealth management services tailored to her client’s individual goals. 

Recognized for her expertise, Ryan has received numerous awards and accolades, such as Top Financial Advisors in America 2024, Top Next-Gen Wealth Advisors Best-In-State Recognition 2024, Forbes Top 250 Next-Gen Wealth Advisors 2018-2021, Top Women Wealth Advisors Best-In-State 2024, Forbes Best-in-State Wealth Advisors 2020-2021, and Forbes Top Women Wealth Advisors 2021.  *see award disclosures

Ryan’s personalized approach focuses on understanding her clients’ unique financial situations and developing customized strategies to meet their specific needs. Ryan collaborates with her clients about their financial options and empowers them to make informed decisions before assisting in the tactical implementation of the plan.

Her commitment to excellence extends beyond her professional achievements, as she is actively involved in The Woodlands Rotary Club – Past President, Executive Women’s Alliance – Vice President of Communications, and Habitats for Humanity’s Can-Do Crew – Team Builder.  It is through these organizations, and her professional work, that Ryan improves her community.

Let's Work Together

If you’re seeking a trusted financial advisor who can optimize your path toward your goals, Ryan is here to assist. Contact us today to schedule a consultation and discuss your financial future.

 

Request a Consultation