Top 100 in Wealth Management - Washington DC

John Ryan | JD, CPA, CFP®, CFA

John Ryan

"Wealth management" refers to a comprehensive planning process integrating tax planning, estate planning, and investment management – it’s easy to define, but hard to accomplish.

Thirty years of experience have demonstrated to me an almost universal challenge faced by people trying to accomplish real wealth management and make the best financial arrangements for their families.

Advisors provide guidance in their respective areas of expertise. The CPA prepares tax returns and tries to make the best of last year’s income and expenses. The attorney prepares legal documents directing the distribution of the estate. The financial advisor provides investment advice, retirement planning, etc. Each advisor is in his own “silo” and typically has limited or no knowledge of what the others are doing. But these three areas of financial life, tax planning, estate planning, and investment management, are interrelated and need to be coordinated in order to get the best results.

There should be an overall plan, a big picture, that coordinates the efforts of a family’s advisors. Despite the best intentions of all concerned, for many clients the big picture has never been painted, and the various individual plans are not only not coordinated but often are at odds, which can lead to problems for the client and family.

That is the problem. The solution is to bring the three advisors under one roof – a “one-stop” solution providing truly integrated wealth management.

At Ryan Wealth Management, we are that one-stop shop for our clients, offering professional level tax planning and preparation, estate planning, and investment management.

I have been fortunate to have worked with thousands of families to help them reach their financial goals. Experience, along with credentials including CPA, CFP (Certified Financial Planner), CFA (Chartered Financial Analyst) and attorney, give me rare perspective as a financial advisor and that are invaluable in creating solutions for clients.

Let the Ryan Wealth Management team, me, my co-advisors, and our client services staff, help you identify clarify your financial “big picture”, and trust us to keep you on course to reach your goals.

John Coppola | MBA, JD, Estate Planning Specialist

John Ryan

John M.Coppola was admitted to the Virginia State Bar in 1989.  He currently lives in Northern Virginia, and practices law principally out of his Fairfax, Virginia office of The Coppola Law Firm, PLLC. 

Mr. Coppola was raised in Northern Virginia and he attended Catholic elementary school and high school in that area. In 1982, he earned a B.A. in economics from Union College in Schenectady, New York. He then attended graduate school at Boston College, earning an M.B.A. with a concentration in marketing in 1984, at the age of 23. 

After earning his M.B.A., Mr. Coppola returned to Northern Virginia and worked as the Assistant Director the Washington Business School, a well respected trade school. In 1985, Mr. Coppola began attending law school at American University,  Washington College of Law while working full time. He earned his J.D. from American University in December 1988, and was admitted to the Bar of Virginia in 1989. 

After passing the Virginia Bar, Mr. Coppola continued in his position at Washington Business School, while also taking on a few legal duties for the School. In 1996, Mr. Coppola formed a partnership with John Ryan, an Estates and Trusts lawyer and lifelong friend. Soon after forming the partnership, John Coppola began working in the area of Wills, Trusts, and Estates.  Mr. Ryan has recently opened a solo practice in Reston. 

Mr. Coppola has practiced law from an office in Northern Virginia since 2000 and concentrates his practice in the area of Wills, Trusts, and Estates. He has helped over 800 clients, and their families.

The Wealth Management Process

1. Meet

Review your current financial status.

2. Assess

Identify specific short term and long term financial goals and concerns.

3. Plan

Determine the actions needed to reach those goals

4. Act

Develop a custom & comprehensive investment plan designed to reach your goals.

5. Monitor

Meet at least annually to adjust the plan as necessary to ensure you stay on course.

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