Mumy Financial Advisors, LLC

Specialties

We possess the knowledge and experience to help individuals and businesses better understand financial solutions in all of these areas:

* Asset Advice — Assisting in decisions about asset allocation and diversification of investment accounts.

* Cash Flow Analysis — Helping clients understand true current cash flow and create a plan suitable for each clients individualized situation.

* Education Expense — Providing options about paying for college.

* Estate Planning — Preparation to help protect and pass on assets in the most effective & tax efficient manner.

* Financial Planning — Overall assistance in building and protecting assets.

* Insurance Analysis — Reviews of existing and potential insurance protections. Our Life Insurance Audit software makes it very easy to see how your current policies have performed.

* Retirement — Mapping strategies to help achieve secure retirement.

History

Established in 2003.

Our independent financial planning company was founded with the goal of assisting clients in every aspect of their financial lives — investment portfolios, retirement planning, asset management, insurance & estate planning and more.

Our financial planning philosophy is based on three core principles: holistic asset planning, tactical asset allocation, as well as consistent communication and reviews with our clients.

Your financial plan is a living, breathing concept. As your life changes, so will your plan. Our process of regular, timely client reviews keeps your financial plan consistent with your needs.

Meet the Business Owner

Ryan M.

Business Owner

Ryan A. Mumy, CFP®, founder and president of Mumy Financial Advisors, LLC, has over ten years of experience in the financial industry. Ryan is a registered rep and a Certified Financial Planner™ professional.

He holds his Series 7 & 66 licenses as well as being licensed in life, long term care, & disability insurance. He is affiliated with Capital Investment Companies.

Ryan Mumy hosts a weekly radio show called «Your Financial Journey with Ryan Mumy» on 1290 WHKY-​AM every Saturday morning from 9:30 — 10:00AM in the Hickory/​Charlotte, NC marketplace. Ryan has also makes regular appearances on CNBC and been featured in InvestmentNews, a key financial industry publication.

Ryan personally manages assets for a client base derived mostly of local families, athletes, and institutional investors. He has a passion for actively managing clients’ assets and developing long term relationships with his clients.

Ryan and his wife, April, reside in Hickory with their two children, Chloe and Logan