Ryan Oestreich

I’ve invested the last 17 years of my life helping families and business owners to pursue financial freedom by exercising my passion for out-of-the-box thinking and simplifying the complex.

In 2022, I co-founded Evergreen Wealth Strategies, where I act as Managing Partner in addition to my role as a Financial Planner. A few other things to know about me: -I’m an old soul -I’m an avid podcast listener -I think I’m funny, but not everyone agrees -My wife and I are real estate investors -I’m a father of two (very crazy) kids -I make a tasty herbaceous gin cocktail -I’m a Philadelphia Eagles Fan #GoBirds Perhaps most relevant for you, I’m a Financial Planner with a passion for helping my clients with everything from retirement planning and investment management to insurance and estate planning. With my background in advanced planning, I help my clients to make informed financial decisions in coordination with their accountants, attorneys, and other advisors in an effort to help them to achieve their financial and life goals. I work with business owners to offer valuable insights into such areas as developing a succession strategy, utilizing key employee retention tactics, implementing a retirement plan, and optimizing employee benefits. I am passionate about helping business owners to connect the dots between the three interconnected areas of their financial lives: -The business and its employees -The owners and their interests -The employees and their families I received my Bachelor’s Degree in Finance from Albright College and my Master’s Degree in Financial Services from The American College. I’ve been a Pennsylvania native for my entire life, and I currently reside in Eastern Pennsylvania with my wife and our son and daughter. When we’re not operating as a taxi service for the kids, we love getting away to enjoy wine tastings and have been to wineries in the Finger Lakes, Chianti and Sonoma regions.