About Ryan
Ryan Sullivan, PE started his career as a Mechanical Engineer designing mechanical and plumbing systems for buildings across the country. At age 26 he launched an Engineering Department at a family owned plumbing contractor with the vision of simplifying and streamlining the construction industry. Within 5 years he grew the department to over $1 million in annual revenue, and along the way realized his true passion for personal finance and investing. Frustrated by consistently hearing the same boilerplate recommendations and lack of specific, detailed advice, Ryan started on his own financial research journey. Fueled by a passion for the markets, and dissatisfied by the idea of simply riding out market downturns, Ryan spent years studying professional investors and traders to understand what makes them consistently successful year after year. Over time he came to realize that other professionals in the building industry have similar questions and frustrations, but don’t have the time, energy, or enthusiasm to do the research themselves. Now his goal is to make his strategies available to others that would rather live their life than analyze the markets. By focusing his engineering mentality and logical systematic approach to personal finance and investing, he is on a journey to help 100 families achieve financial freedom. In his free time, you can find him and his adventurous wife exploring the great outdoors and pushing their limits. Whether it's skiing down a tight couloir, scaling a towering rock face, or shredding through a challenging mountain bike trail, Ryan is always up for a new challenge.
Areas of focus
Credentials & background
Education
Montana State University 2013
Clients served
Registered in
Montana
Regulatory
The firm
We believe life is meant to be lived not borrowed. Too many people base their decisions on their finances—we want people to be able to base their decisions on their values. This is our definition of financial freedom. We understand that architects and engineers face unique financial challenges and opportunities, and we are committed to helping them navigate these to achieve both their financial and life goals. Our philosophy is centered around a few key principles: Personalized advice: We believe that one-size-fits-all financial advice is not effective. Instead, we take the time to get to know our clients and understand their individual financial needs and goals in order to provide customized advice and guidance. Professionalism: We are committed to the highest standards of professionalism and ethical conduct. We are transparent in our dealings with clients and always act in their best interests. Education: We believe that financial literacy is key to achieving financial freedom. We strive to educate our clients on the various financial concepts and strategies that can help them make informed financial decisions. Partnership: We view our relationships with our clients as partnerships and are dedicated to working with them to achieve their goals. We work to build lifetime relationships with our clients, and to make sure you have a strong financial foundation to tackle life’s adventures through sound cash management practices, detailed and robust financial plans, and a superior investment strategy.
Bozeman, MTDisclosures
Off the Beaten Path LLC (“OBPFâ€) is a registered investment advisor offering advisory services in the State of Montana and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.