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Ryan  P. McGonigal
advicer.bio/ryanpmcgonigal

Ryan P. McGonigal

Founder and Financial Planner

Verified advisor · CRD 3225769

I started my career in financial services in 1999 and spent years watching hardworking professionals, specifically government contractors and federal employees, get generic advice that didn't account for the complexity of their lives. I founded RPM Financial Group in 2022 to serve people who deserved better than a template. Plans built for the way Gov-Con and cybersecurity families actually live. Outside the office I live in Rockville, Maryland with my wife Kristin and our three kids: Maggie, Jack, and Kate. The sandwich generation juggle is something I navigate too, every single day. That matters to how I do this work.

Niche
Government Contracting Execs, CyberSecurity Pros, Federal Employees
Listed in People
Ryan's Top 8
#1RightCapital (Right Capital)#2Slant (Slant CRM)#3SEI#4Calendly#5Zoom#6MyRepChat#7TaxStatus#8Trust & Will
17
Tools in my stack
RightCapital (Right Capital)
Financial Planning, Retirement Planning, Estate Planning +6 more
Slant (Slant CRM)
Client Meeting Support, Client Data Gathering, AI Assistants/Agents +2 more
DocuSign
E-Signature
Box
Client File Sharing
AdvicePay
Advisory Fee Billing
+12 more
Wealthtender
Advisor Lead Gen
Microsoft 365
Email & Office Suites
Skool
Community Platforms
SEI
Custodial Platform, TAMP, Investment Data/Analytics +1 more
Calendly
Schedule Apps
Zoom
Video Meetings & Messaging
fpPathfinder
Advice Engagement
MyRepChat
Client Texting
Snappy Kraken
Digital Marketing, Email Newsletters, Website Builders +3 more
Webflow
Website Builders
TaxStatus
Client Data Gathering
Trust & Will
Estate Planning, Outsourced Estate Document Preparation
0
Events coming up
0
Books, pods, letters
1
Things I'm open to
Podcast guest spots