Ryan Huard

Senior Vice President, Wealth Advisor
Schedule an Appointment
Ryan Huard
personalized approach

Our intelligent wealth platform maximizes client returns

We empower advisors with the technology, tools, and support they need to deliver clients exceptional performance and more personalized relationships
Client Focus
No items found.
areas of Expertise
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning
Life Insurance
qualifications
CERTIFIED FINANCIAL PLANNER (CFP®)
Accredited Investment Fiduciary (AIF®)
Certified Plan Financial Advisor, ASPPA (CPFA)
Locations served
Wellesley, MA
Ryan Huard
team
Link CTA
about
Ryan Huard

Ryan provides personalized investment management and financial planning services for individuals and families, helping clients make informed decisions and pursue long-term financial success. He also consults with businesses to design and implement customized benefit solutions, including 401(k) advisory services tailored to each organization’s needs.

Prior to founding Huard Financial Group, Ryan served as Vice President of Personal Investment Services at Sentinel Benefits & Financial Group, where he advised clients across a wide range of planning and investment needs.

He holds Series 7 and 66 securities licenses, as well as a Life, Accident, and Health Insurance license.

FAQS
What’s the first step to getting started, and what should I expect during our first conversation?

Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.

As a fiduciary, how are your investment incentives legally aligned with my personal success?

Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.

How does your proprietary technology enhance, rather than replace, human investment expertise?

Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.

How do I know my information and my wealth are safe on Farther’s platform?

Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.

How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?

Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

Page Updated on:
Jan 14, 2026