Waverly Advisors
Associate Director of Portfolio Management
CFP®;CFA®

Ryan P. Johnson

Ryan P. Johnson joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As the Associate Director of Portfolio Management at Waverly, Ryan brings over 20 years of experience in portfolio management and stock research to the team. He has always focused on helping clients grow, protect, and save their financial resources. Ryan’s career began as a portfolio manager in a bank trust department, and he later became a buy-side analyst focused on consumer stocks. Ryan joined Buckingham in 2014 to use both skill sets, ultimately becoming their Managing Director of Investments. He has a Bachelor of Science degree in Business with a major in Financial Services from Wright State University, and he has earned the Chartered Financial Analyst® and Certified Financial Planner® designations.

Ryan stays busy with three children who compete on a year-round swim team and participate in recreational soccer, basketball, and softball. If there is spare time, traveling with his wife, kids, and dog Gizmo is their favorite thing to do.

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise. 

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

  • Bachelor of Science degree in Business
  • Wright State University, Dayton, OH
  • Chartered Financial Analyst
  • CFA Institute, Charlottesville, VA
  • Certified Financial Planner
  • CFP Board, Washington DC

Professional Affiliations

  • CFA Society Dayton

Community Involvement

  • Supports early childhood literacy

Ask Me About

  • Tax-sensitive portfolio management
  • Managing around concentrated stock positions
  • Avoiding wash sales
  • Roth IRAs for generational wealth
  • A dessert called rugelach
  • Once owning over 500,000 baseball cards