About
About Ryan Walker
Ryan Walker is a financial professional with a wealth of experience in guiding clients through complex financial landscapes. He began his career in the financial services industry during the bear market of 2008, helping investors navigate a challenging economic environment. Before joining Meristead, he served as an Associate Financial Planner and spent approximately eight years with a large Registered Investment Advisor, where he played a key role in developing personalized financial strategies that helped clients achieve their financial and retirement goals.
Ryan graduated from Bridgewater State University with a bachelor’s degree in Operations Management, concentrating in Finance. As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Exit Planning Advisor (CEPA), he is uniquely qualified to support business owners navigate their transition plans.
Originally from the Boston area, Ryan has called the West Coast home since 2013 and lives in SW Washington State. In his free time, he enjoys hiking in the gorge, boating along the Columbia River, and exploring diverse cuisines and cultures around the world.
Your Financial Journey, Our Expertise
A Plan Tailored to You and Your Family
At Meristead, we believe true wealth management goes beyond investing. We take a holistic approach to understanding your financial life, creating a roadmap to help manage your finances, achieve your goals, and prepare for life’s unexpected events.
As fiduciaries, we recognize that every family’s needs are unique and will evolve over time. Through our thoughtful planning process and actively managed investment strategies, we provide guidance to help you navigate ever-changing financial conditions with confidence.
Who We Serve
At Meristead, we understand that each client’s financial journey is unique. Through Ryan’s leadership in our Camas office, we partner with a range of clients across the Pacific Northwest and beyond:
Families Preparing for the Future
We help families align investments and financial planning to support retirement, and legacy goals while providing confidence during life’s transitions.
Business Owners
We guide entrepreneurs in connecting their personal wealth with their business goals, building succession strategies that protect both family and business interests.
Professionals Nearing Retirement
We work with individuals and couples approaching retirement to integrate income planning, tax strategies, and portfolio management for long-term security.
Multigenerational Wealth Builder
We support clients seeking to grow and preserve wealth across generations, ensuring estate and charitable giving plans align with personal values and financial goals
Corporate Professionals with Equity Compensation
We assist employees and executives in maximizing their employer benefits, managing stock options, RSUs, and company stock holdings—developing strategies to diversify concentrated positions and build lasting wealth.
About Meristead Wealth
Meristead Wealth is an SEC-registered investment advisory firm founded in 2016. Today, we manage more than $1.3 billion on behalf of families, business owners, and institutions across the country.
Built on the belief that clients are best served when investment management and financial planning work hand in hand, Meristead combines active, research-driven portfolio management with comprehensive financial strategies.
Our team is dedicated to helping clients safeguard their wealth, generate income, and pursue long-term growth while planning for life’s milestones, retirement, and legacy. With offices in Texas, New York, New Jersey, California, and Washington, Meristead partners with clients nationwide to deliver clarity, confidence, and peace of mind.
Featured Resources
Frequently asked questions
When was Meristead Wealth founded?
Meristead was founded in 2016 and today manages more than $1.3 billion for clients nationwide.
What types of clients does Meristead work with?
We work with a variety of clients, including retirees, business owners, professionals with equity compensation, and multigenerational families.
What is Meristead’s investment and planning philosophy?
We believe clients are best served when portfolio management and financial planning work hand in hand. Our approach combines active, research-driven investment management with holistic planning to help clients pursue their financial goals.
Where are Meristead’s offices located?
Meristead has offices in Texas, New York, New Jersey, California, and Washington. Our Pacific Northwest office is located in Camas, WA, convenient for clients across the Portland-Vancouver area.
Do you serve clients outside the Pacific Northwest?
Yes. While Ryan Walker leads our Pacific Northwest office in Camas, WA, Meristead works with clients in all 50 states and offers both in-person and virtual meetings.
How does Meristead charge fees for financial planning and investment management?
Meristead is a fee-only firm, which means we charge a transparent fee based on a percentage of the assets we manage for you. We do not earn commissions on products or trades. Comprehensive financial planning is included as part of our services once you become a client. We are happy to review our current fee schedule and minimum investment requirements during your initial consultation.
Let’s Work Together to Build The Portfolio You Need to Enjoy the Peace of Mind You Deserve
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Ryan Walker is a Senior Wealth Manager with Meristead Wealth an SEC-registered investment advisory firm known for its active investment strategies and holistic financial planning. Ryan serves clients across the Pacific Northwest through Meristead’s Camas, Washington office. Learn more at Meristead.com
Office Locations
Camas, WA
2005 SE 192nd Ave.
Suite 200
Camas, WA 98607
© 2026 Meristead Wealth. All rights reserved.
Meristead Wealth is a Registered Investment Advisor with the United States Securities and Exchange Commission. File number: 801-107061. Such registration does not imply any level of skill or training. For more information on Meristead Wealth, please visit IAPD – Investment Adviser Public Disclosure – Homepage (sec.gov)