About Us

Ryan Family Financial is a family-driven financial practice focused on helping each client cultivate their financial dreams and achieve their retirement goals.

We support all generations of clients, from young families to established professionals and couples who are ready to retire and beyond. With each person, we focus on helping them thoughtfully plan and strategically invest for the short- and long-term needs they aspire to fulfill. By doing so, they can establish their priorities around their personal financial vision and grow their wealth on a solid foundation.

How We Got Started

April first entered the financial services industry as a team member with a firm in Concord, NC, working with individuals and families. In this role, she focused her efforts on a breadth of operational responsibilities. From greeting clients to managing seminar events and account transfers, and beyond, April has seen the ins-and-outs of the client experience — and embraced the importance of compassion and understanding with every interaction.
After 22 years of working "behind the scenes", April and her husband John decided to take a leap of faith and open their own firm in January 2024 when the firm where she had spent most of her career announced they were closing.

Products & Services
A Roth IRA can be a great tax-efficient way to prepare for retirement. Ryan Family Financial can help you open and manage your Roth IRA account for...
We provide life/health insurance and medicare consulting in Belmont.
Financial Planning / Retirement Planning by Ryan Family Financial
Goal: To create an income plan to ensure that you and your family will have guaranteed increasing income for your entire retirement. Values/Benef...
Recommendations Given (18)
"I cannot say enough about Ms Brittany!! We were looking for a new "GOTO" insurance provider and..." Read more "I cannot say enough about Ms Brittany!! We were looking for a new "GOTO" insurance provider and she fits the bill on all accounts! She is very thorough and puts the client FIRST with respect to coverage for ALL the "what ifs". I HIGHLY recommend her and Pinnacle Insurance for all of your insurance needs!!"
"Great guy! Very responsive! Jeff takes the time to listen to what you want, provide great..." Read more "Great guy! Very responsive! Jeff takes the time to listen to what you want, provide great quotes, and gets you booked quickly! He even watches for better deals on what you have already booked so save you even more money!!"

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!