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Ryan Sullivan

Founder

Off The Beaten Path Financial

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.

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Meet Ryan Sullivan, PE: Your Financial Engineer. Ryan Sullivan's journey to financial expertise began in the world of Mechanical Engineering. His early career involved designing intricate mechanical and plumbing systems for buildings across the nation. At the young age of 26, driven by a vision to s...

In 2003, I graduated from Washington University in St. Louis with a double major in finance and accounting. After hearing a guest lecture from a local financial planner, I was inspired and had an inkling that this profession was for me. I officially started my financial advisory career a year later ...

I work with individuals and families who are looking for more than just financial advice — they’re seeking clarity, confidence, and a sense of direction for their life and money. My approach is highly collaborative and values-based. I take the time to truly understand what matters most to you and t... One thing I want my clients to know about me is... I help individuals and families find clarity and confidence with money by aligning finances with what truly matters. My values-based, commission-free approach brings calm, connection, and purpose to planning.

I'm an advice-only financial planner based in North Bethesda, MD. I offer three services: The Hour, The Plan and The Clubhouse. My current clients are (generally) seeking help with: 1) Major life decisions such as getting married, buying a home, starting a family, receiving an inheritance, starti...