• Ryan Robertshaw, CFP®

    Director, Robertshaw Capital Group

    Financial Advisor, RJFS

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Ryan joined Raymond James in September 2019. Prior to this affiliation he spent the previous 10 years working as an independent financial advisor/ business owner.

As a CERTIFIED FINANCIAL PLANNER professional, CFP®, Ryan, feels that financial planning is an avocation that allows us to build stronger families and communities. Ryan believes in the value of building a personal relationship with clients. Melding risk, along with return is an artful, and deeply personal process. To this end, he works to learn about the financial challenges facing those he is blessed enough to serve. His process helps clients to understand the context which makes their investment, estate, tax, and legacy planning strategies come alive.

Ryan finds meaning in his work when, through our teams’ effort, clients are able to see the range of financial choices available to them, and make informed choices in real time. He works daily assisting business owners, executives, families, and individuals navigate their financial lives.

Ryan was born and raised in Cincinnati, Ohio. He graduated from St. Xavier High School in 1998 and the University of Cincinnati’s College of Business in 2003. He began his financial career with PNC Bank in their commercial finance division with roles in Pittsburgh, PA and Cincinnati, OH.

Ryan, and his wife of 8 years, Angela, have three challenging, yet fun-spirited kids named Ebby, Kruse and Pippa.

In his free time Ryan enjoys trail running, biking, and spending time outside with friends and family.

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.