Skip to content

Building Your Life,
Not Just Your Portfolio

Find the balance between your finances, your financial future and the life you want to live today.

Building Your Life,
Not Just Your Portfolio

Find the balance between your finances, your financial future and the life you want to live today.

Intentional, Inspirational Financial Planning

Effective financial planning is critical, but you’ve got competing priorities. Get the clarity and support to live now and ensure a sound financial future, with an impassioned, experienced financial planning resource optimizing your wealth.

With RLN Wealth you can expect:

Accountability
Following through on financial commitments and reviewing your progress.
Objectivity
Meeting emotionally charged money matters with timely and objective insights and information.
Proactivity
Anticipating and preparing for your life changes with clarity and planning.
Education
Creating understanding and empowering decision-making by exploring, evaluating and understanding risk and scenarios.
Partnership
Integrity, empathy and collaboration, as we work with you to provide fiduciary advice for achieving the best life possible.
napfa rln wealth
Features & Affiliations
INVESTMENT MANAGEMENT

Fiduciary Standards and Strategic Wealth Management

We offer large brokerage expertise with boutique firm flexibility and all the insights that come with both. With personalized solutions and a life-centered planning philosophy, we’re your partners in financial clarity and the nimble alternative to high-net-worth investment firms.
EQUITY COMPENSATION

Practical Experience, Pragmatic Insights

We have first-hand experience with equity compensation strategies. With detailed insights, we will clarify your position, examine potential scenarios and maximize opportunities for a more balanced portfolio and strategically optimized outcomes at vesting and other milestone events.
A PROACTIVE APPROACH

A Client First Approach to Wealth Management

You’re looking for a true partner in wealth, someone with the skills, expertise and passion to augment an already stellar track record of earning and wealth accumulation.

With a history of high-net-worth asset management, an MBA and a Master’s in Accounting, CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant, Ryan Nelson, brings clarity, accountability and a passion for authentic living to your financial plans. With Ryan coordinating your resources, you’ll find more confidence and more opportunities to enjoy life.

If experiences, family and personal interests are important to you, the RLN Wealth team can free your time with proactive financial planning and personalized investment solutions.

A PROACTIVE APPROACH

A Client First Approach to Wealth Management

You’re looking for a true partner in wealth, someone with the skills, expertise and passion to augment an already stellar track record of earning and wealth accumulation.

With a history of high-net-worth asset management, an MBA and a Master’s in Accounting, CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant, Ryan Nelson, brings clarity, accountability and a passion for authentic living to your financial plans. With Ryan coordinating your resources, you’ll find more confidence and more opportunities to enjoy life.

If experiences, family and personal interests are important to you, the RLN Wealth team can free your time with proactive financial planning and personalized investment solutions.

The Freedom of Accountability

You want freedom from the worry of investments and finance, confidence in your assets, for your future and your family. We provide clarity and insight for truly vibrant financial futures.