Ryan Thomas, CFP®, CTS®, CTS™

Senior Vice President, Wealth Advisor
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Ryan Thomas, CFP®, CTS®, CTS™
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
Corporate Executives
Corporate Employees
Entrepreneurs & Small Business Owners
areas of Expertise
Goal Alignment
Tax Strategies
Equity Compensation
Retirement Planning
Real Estate Strategies
qualifications
CERTIFIED FINANCIAL PLANNER®
Certified Tax Specialist®
Certified Wealth Strategist
Locations served
Wilmington, NC
Meet the
team
about
Ryan Thomas, CFP®, CTS®, CTS™

Ryan Thomas specializes in helping retiring executives and business owners protect and maximize their wealth during life’s most significant transitions. Whether his clients have spent decades building assets within 401(k)s, stock plans, and pensions or through real estate and private enterprises, Ryan ensures they can exit or retire confidently without overpaying taxes or outliving their money. By providing a clear diagnosis of their current standing, he builds prioritized roadmaps that address taxes, estate planning, and business succession in the right order and at the right time.

With over 20 years in financial services, Ryan is driven by the long-term impact of precise planning—often receiving thanks years later from clients who retired early or saved significantly on taxes due to his guidance. He is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Certified Tax Specialist (CTS®) and Certified Wealth Strategist (CWS™) designations.

Based in Wilmington, North Carolina, Ryan is a devoted husband and the proud father of two daughters. When he isn’t helping clients navigate their futures, he stays grounded by spending time with friends and family, enjoying the outdoors, and hitting the waves to surf whenever the opportunity arises.

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:
Mar 20, 2026