Ryan Oestreich, CLU®, ChFC®, CFBS, ChSNC®, LACP, MSFS

I’ve invested the last 15 years of my life helping families and business owners to pursue financial freedom by exercising my passion for out-of-the-box thinking and simplifying the complex. In 2022, I co-founded Evergreen Wealth Strategies, where I act as Managing Partner in addition to my role as a Financial Planner.

A few other things to know about me:

• I’m an old soul
• I’m an avid podcast listener
• I think I’m funny, but not everyone agrees
• My wife and I are real estate investors
• I’m a father of two (very crazy) kids
• I make a tasty herbaceous gin cocktail
• I’m a Philadelphia Eagles Fan #GoBirds

Perhaps most relevant for you, I’m a Financial Planner with a passion for helping my clients with everything from retirement planning and investment management to insurance and estate planning.  With my background in advanced planning, I help my clients to make informed financial decisions in coordination with their accountants, attorneys, and other advisors in an effort to help them to achieve their financial and life goals.

I work with business owners to offer valuable insights into such areas as developing a succession strategy, utilizing key employee retention tactics, implementing a retirement plan, and optimizing employee benefits. I am passionate about helping business owners to connect the dots between the three interconnected areas of their financial lives:

• The business and its employees
• The owners and their interests
• The employees and their families

I received my Bachelor’s Degree in Finance from Albright College and my Master’s Degree in Financial Services from The American College.  I’ve been a Pennsylvania native for my entire life, and I currently reside in Eastern Pennsylvania with my wife and our son and daughter. When we’re not operating as a taxi service for the kids, we love getting away to enjoy wine tastings and have been to wineries in the Finger Lakes, Chianti and Sonoma regions.

*Phone is voice and text