Ryan Mathes, CFP®, APMA®, BFA™

Ryan Mathes, CFP®, APMA®, BFA™

Financial Advisor

My Approach

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



  • APMA® Accredited Portfolio Management Advisor℠


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


  • I enjoy cooking very much. I love to try out new recipes with my first son, who is now old enough to help, but it's our second son who's more willing to try new dishes! I'm thrilled they're old enough to share this hobby with my husband and me.
  • I spend my spare time organizing. It’s so relaxing to improve an environment through streamlining and simplifying.
  • Running makes up the majority of my workout regime. It's such good think time! You can spot me around our neighborhood a couple of mornings each week.

Community participation

  • The Woodlands Rotary Club - President

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020-2021
  • Forbes Top 250 Next-Generation Wealth Advisors, 2018-2019
  • Forbes Top Women Wealth Advisors, 2021