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Ryan Sullivan | Financial Advisor

Profile img for Ryan Sullivan, financial advisor at Off the Beaten Path Financial
Bozeman, MT
Ryan Sullivan
Financial Advisor
Owner at
Off the Beaten Path Financial

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
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 simplify and streamline the construction industry, he took a bold leap and launched an Engineering Department within a family-owned contractor business. In just five years, he built the department into a formidable team of 11 professionals, generating an annual revenue exceeding $1 million. This journey uncovered Ryan's true passion for finance and investing. Frustrated by the inescapable one-size-fits-all financial advice and the lack of detailed, tailored guidance, Ryan embarked on a personal financial research journey. His commitment to diving deep into the world of finance was fueled by a genuine love for the markets. Rather than passively weathering market downturns, Ryan dedicated years to studying professional investors and traders to learn how to strategically navigate different market environments. The insights gained from his research were eye-opening, revealing the keys to consistent success among these market experts. As time passed, Ryan recognized that fellow professionals in the construction industry shared similar questions and frustrations. Yet, they lacked the resources, time, or inclination to conduct in-depth financial research themselves. Today, Ryan's mission is clear: to make his proven financial strategies accessible to those who prefer living life to immersing themselves in financial analysis. With the same methodical approach he honed in engineering, Ryan applies his logical, systematic mindset to finance and investing. His goal is to help 100 families achieve financial freedom. Outside the world of finance, you'll find Ryan and his adventurous wife embracing the great outdoors and pushing their own limits. Whether they're carving down a challenging ski couloir, scaling towering rock faces, or conquering rugged mountain bike trails, Ryan is always eager to tackle new challenges.
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Specialties and Expertise

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Portfolio Construction
Cryptocurrency & NFTs
Cash Flow Analysis
Business Ownership Strategies
Tax Minimization Investment Strategies
Debt Management
Retirement Income
Alternative Investments

Clientele

3
Business Owners
New Investors
Inheritors

Education

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Montana State University, doctoral university in BozemanBachelor of Science in Mechanical Engineering; Minor in MathematicsYear Obtained: 2013
Quick Facts About Ryan
Years of Experience:3 yearsMember since:2023Average Account Size:$250,000Number of clients:10

Services Provided

How I help my clients

Investment Management

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Financial Planning

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Tax Planning

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Retirement Planning

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Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
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Bozeman, MT
Ryan Sullivan
Financial Advisor
Owner at
Off the Beaten Path Financial
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Profile last updated: 03-07-2025