Ryan Heider joins Cleveland RIA his father founded
In September, Ryan Heider took the post of financial advisor at Cirrus Wealth Management, joining his father, founder and president of the firm Joe Heider.
Ryan supports existing clients while working to grow the business and reach a younger client base at the Cleveland-based firm.
“After working in large organizations for nearly a decade, I’m thrilled to bring together my passions for planning, coaching, and investing in a small business setting,” he says.
Most recently, Ryan was with The Boston Consulting Group, where he advised Fortune 500 clients on business strategy and operations in the energy, manufacturing and healthcare sectors. Prior to that, he spent six years in the oil and gas industry with ExxonMobil working in engineering, project management, and business development roles.
With $168 million in AUM, Cirrus Wealth Management is an independent wealth management firm offering comprehensive retirement, estate, tax and business planning solutions.
“Ryan’s client-facing and strategic business planning experience will translate well into the business of financial planning,” says Joe Heider. “I’m excited to add a fresh perspective to Cirrus, and drive growth with a new client demographic.”