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Glenn Ryhanych

Advisor at BlueList Partners, LLC

Updated today

Location

Occoquan, VA 22125

Credentials

CFP®, CFA®, Series 63

Industry experience

20 years

About

Glenn Ryhanych is a CFP®, CFA®, and Series 63 credentialed advisor with 19 years of industry experience. He has worked at BlueList Partners, LLC since 2019 and previously at Spire Investment Partners, LLC from 2015 to 2019. BlueList Partners, LLC is an independent, fee-only investment adviser serving high-net-worth individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations, and charitable organizations. The firm specializes in discretionary asset management with a focus on taxable and tax-exempt municipal bond portfolios and managed asset-allocation strategies.

Client services

Based on BlueList Partners, LLC

Portfolio management

Location

300 Ellicott Street, Suite A3

Occoquan, VA 22125

Most active in

Virginia

Work history

BlueList Partners, LLC

2019 - Present (7 years)

Spire Investment Partners, LLC

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy W

CFP®, Series 66

Alexandria, VA

Wesling Financial Planning Services Corp.

Divorce financial planning College savings (529s, UTMA, etc.)
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Harry G

CFP®, Series 63, Series 65

Alexandria, VA

G, G, & M Financial Goals

Harry Gaskin is a CFP® with 18 years of industry experience and the sole advisor at G, G, & M Financial Goals in Alexandria, VA. He has been operating as an independent financial advisor since 1998. G, G, & M Financial Goals provides comprehensive financial planning and investment advisory services primarily to high-net-worth individuals and small business retirement plans. The firm focuses on non-discretionary investment management, using fundamental and technical analysis to select securities aligned with clients’ objectives.

Cash flow / budgeting Income planning College savings (529s, UTMA, etc.) Retired
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Garo P

Series 66

Alexandria, VA

Potomac Wealth Strategies, LLC

Garo Partoyan is a financial advisor at Potomac Wealth Strategies, LLC with 23 years of industry experience. He has been with Potomac Wealth Strategies since 2009 and holds a Series 66 designation. Potomac Wealth Strategies provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate/business clients. The firm operates on a non-discretionary basis and uses fundamental analysis alongside a combination of long- and short-term strategies to guide portfolio management.

Wealth management Annuities
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David H

CFA®, Series 65

Annandale, VA

Bishopsgate Investment Company

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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David H

CFP®, Series 63

Fairfax, VA

David N. Hainsworth, C.P.A., P.C.

David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Melissa C

Series 63, Series 65

Alexandria, VA

Lasting Legacy Wealth Management, LLC

Melissa Carriles Biggham is a financial advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA, holding Series 63 and Series 65 designations with seven years of industry experience. Her prior roles include positions at Bay Financial Planning and Tax Services, Cambridge Investment Research, and H Beck, Inc. She is also an independent insurance agent and provides retirement benefit education through the Federal Employees Retirement and Benefits Institute. Lasting Legacy Wealth Management offers financial planning, retirement planning, and investment management primarily for individual clients, including those nearing or in retirement. The firm uses both fundamental and technical analysis to build portfolios and manages model portfolios from third-party advisers, providing discretionary and non-discretionary management along with ongoing portfolio oversight.

Roth conversion strategy Medicare planning Income planning Retirement income strategy Cash flow / budgeting Government Employee
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