Image
419.824.3300
  • ABOUT
    • COMMUNITY
    • EVENTS
  • SERVICES
    • INVESTMENT PLANNING
    • FINANCIAL PLANNING
    • INSURANCE PLANNING
    • TAX PLANNING
  • NEWS
  • RESOURCES
    • NEWSLETTERS
    • ECONOMIC MARKET SUMMARIES
    • GLOSSARY OF TERMS
    • RESOURCE LINKS
  • CONTACT
Account Login
Ryan A. Mumy, CFP®, AIF®

Ryan A. Mumy, CFP ®, AIF®

Chief Investment Officer

Capital Investment Advisory Services, LLC

Ryan A. Mumy, CFP®, AIF® is the Chief Investment Officer for Capital Investment Advisory Services, LLC, located in Raleigh, NC, and has over 18 years of experience in the financial services industry. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Accredited Investment Fiduciary®.

Ryan personally manages assets for a client base derived mostly of high net worth individuals (including a number of professional athletes,) corporate retirement plans and institutional investors. Ryan also serves as Co-Portfolio Manager for Capital Investment Advisory Services’ Third Party Money Management service which provides institutional level portfolio management and economic commentary for other advisors in the financial services industry to use with their own clients.

Ryan has a passion for financial education and literacy which led him to host a weekly radio show called “Your Financial Journey with Ryan Mumy” on 1290 WHKY-AM every Saturday morning from 9:30-10:00AM in the Hickory/Charlotte, NC marketplace. Ryan makes regular appearances on CNBC & other financial news outlets and has been featured in Investment News as well as multiple other key financial industry publications.

Ryan first served as a financial consultant with A. G. Edwards & Sons where he started working primarily with Fixed Income securities as well as complex financial planning cases. He was one of the youngest advisors to ever successfully complete the CFP® certification in A.G. Edwards’ history.

Ryan is a graduate of Lenoir-Rhyne College, where he was a member of the baseball team and served as team co-captain his senior year. He is actively involved in multiple non-profits and founded the Defiance Baseball Endowment to enable the continued participation of children in baseball in his small Ohio hometown. He is also an avid outdoorsman and enjoys time at his family’s land.

Ryan resides in North Carolina with his two children, Chloe and Logan, as well as his big baby/dog, Lola.

Whetro Wealth Management
Schedule Your Free ConsultationCall us today to get started 419.824.3300
Whetro Wealth Management
ImageWhetro Wealth Management BBB AccreditedWhetro Wealth Management BBB Accredited

Quick Links

  • ABOUT
    • COMMUNITY
    • EVENTS
  • SERVICES
    • INVESTMENT PLANNING
    • FINANCIAL PLANNING
    • INSURANCE PLANNING
    • TAX PLANNING
  • NEWS
  • RESOURCES
    • NEWSLETTERS
    • ECONOMIC MARKET SUMMARIES
    • GLOSSARY OF TERMS
    • RESOURCE LINKS
  • CONTACT

Upload Documents
Account Login

Services

  • Investment Planning
  • Financial Planning
  • Insurance Planning
  • Tax Planning
  • Browse all Services

Contact Us

4169 Holland-Sylvania Road
Suite 103
Toledo, Ohio 43623

419.824.3300

iheart Tim Whetro Podcastiheart Tim Whetro Podcast

Affiliated with Capital Investment Advisory Services, LLC. Securities offered through Capital Investment Group, Inc., Member FINRA & SIPC. 100 E. Six Forks Road, Ste. 200, Raleigh, NC 27609, (919) 831-2370

*PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving our web site and assume total responsibility and risk for your use of the sites to which you are linking”.

“Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content”.

FIDUCIARY DUTY:  An investment adviser’s fiduciary duty under the Advisers Act comprises a duty of care and a duty of loyalty.  This means the adviser must, at all times, serve the best interest of its client and not subordinate its client’s interest to its own. This combination of care and loyalty obligations has been characterized as requiring the investment adviser to act in the “best interest” of its client at all times. An adviser’s fiduciary duty is imposed under the Advisers Act in recognition of the nature of the relationship between an adviser and its client—a relationship of trust and confidence.

Copyright ©2022 Whetro Advisors. All rights reserved.

  • Home
  • About Us
  • Community
  • Services
  • News & Events
  • Resources
  • Account Login
  • Contact Us