You Know How to Design Buildings.
Do You Have a Blueprint for Financial Success?
Financial & Business Planning for Architects & Engineers
Does This Sound Like You?
“I Want to Make Sure I Am On Track For My Goals”
“Unexpected Expenses Throw Off My Financial Plans”
“I Want The Confidence To Make Good Financial Decisions”
“I Want to Spend Less Time Worrying About My Finances and More Time Living”
If So, We Can Help
As Featured In
Guest on “Structural Engineering Podcast”
Quoted in “How To Buy Gold Bars”
Guest Post “Putting Today’s Interest Rates in Perspective”
Guest Blog: “Investing in Yourself”
How We Help
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Cash Flow Management
Imagine a world where your finances flow effortlessly, like a well-coordinated project.
We create personalized cash flow strategies that turn this vision into reality.
Our objective is to organize and automate your finances, ensuring your money consistently finds its way to where it matters most.
No more second-guessing, no more financial stress.
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Financial Planning
Our comprehensive process examines all aspects of your financial life to maximize the value of your hard work:
Be prepared—don't let unexpected events knock you off your path; we identify potential financial risks and provide solutions.
Make work optional—build a strong financial foundation for the freedom to pursue what you enjoy most.
Minimize your tax liability—keep more money in your pocket with our tax efficient strategies.
Set lofty goals and achieve them—from savings goals to debt reduction, we’ll map out a plan for success.
Ensure your path to financial success.
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Investment Management
There's no one-size-fits-all investment strategy.
Your goals are unique, and your portfolio should be too.
We optimize your assets by ensuring your money is in the right places.
Enjoy the confidence that your investments are working to secure your financial future.
Handcrafted wealth management for your unique goals.
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Business Planning
In the realm of business, your uniqueness is your greatest asset. We recognize the individuality of each enterprise, much like the intricacies of your designs.
Our approach starts with a deep dive into your business's structure. We work closely with you to understand your processes, workflows, and the specific challenges you face.
Imagine enhancing your cash flow, streamlining processes, and elevating overall company efficiency.
We turn this vision into reality; ultimately leading to higher profitability for your firm.
Unlock the potential of what makes your business truly exceptional.
Meet the Engineer of Your Financial Success
Ever wondered if your financial blueprint could be as precise as your construction drawings?
So did I.
I'm Ryan Sullivan, PE, and I've traveled your path.
With over a decade of experience in the building industry, I've transitioned from constructing buildings to constructing financial success stories. As a licensed Professional Engineer, I've led groundbreaking projects and forged valuable relationships within our industry.
Throughout my career, I've built more than structures; I've built lasting bonds with professionals like you. Our discussions often revolved around financial concerns, leading me to realize that my financial expertise could complement your professional journey.
Your Success, Our Mission:
At Off the Beaten Path Financial, we're not just financial advisors; we're the engineers of your financial prosperity, committed to simplifying wealth complexities and securing your future.
Your financial journey is as unique as your designs,
Let's craft a blueprint for your financial success together.
Not sure if you are on the path to Financial Freedom?
Get a Free Financial Assessment
Take 5-10 minutes to fill out your financial profile and receive a free video analysis in return
What Makes Us Different
Engineering Insights
We draw from our engineering roots to approach financial challenges with precision, systematic problem-solving, and meticulous attention to detail.
Fee-Only Advice
We believe in financial advice free from conflicts of interest. We don't sell products, earn commissions, or hide fees. Explore our transparent pricing on our Pricing page.
Fiduciary Responsibility
Your financial success is our top priority. As fiduciaries, we are bound by a duty to act in your best interest, always.
No Asset Minimums
We've intentionally structured our firm to serve individuals at all asset levels. Our mission is to extend the benefits of professional financial advice to everyone.