Ryan Grote, AIF®
Financial Advisor

Ryan.Grote@PlanWithRFG.com
Phone: 513-624-1308
Fax: 513-624-3124
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My Compliance Disclosures
What is your favorite movie?
Home Alone 1 and 2 have been my favorite movies for as long as I can remember.
Do you have any hidden talents or hobbies?
I am an avid jiu-jitsu practitioner. I like that it’s both physically and mentally engaging and there is always more to learn.
Favorite Travel Destination:
Costa Rica – Betsy and I have been there twice. We can’t wait to take Rainey there as soon as she’s old enough to surf
Ryan was born and raised on the west side of Cincinnati and graduated from Saint Xavier High School. He is a graduate of Miami University’s Farmer School of Business, where he was also the captain of the Miami University Rugby Club. He started his financial planning career at Fidelity Investments in 2010, where he worked with personal investment accounts and employer-sponsored retirement plans. Ryan is an Accredited Investment Fiduciary® (AIF®) and has passed Level 1 of the CFA exam. He also holds the Life, Accident, and Health insurance licenses, as well as, Series 7, 66, 63 and 64 securities registrations.
Ryan’s mission is to help his clients construct their vision of success, and build a roadmap to achieve it. Beyond traditional investment vehicles, he has cultivated an industry-leading expertise in Bitcoin. In addition to helping clients invest in Bitcoin, he also leads a monthly educational webinar for advisors across the country, establishing himself as a thought leader in the digital era of finance.
Ryan lives in Anderson with his wife, Betsy, and their 1-year-old daughter, Rainey. When he’s not chasing his toddler around, he’s learning more about Bitcoin, playing pickleball, practicing jiu jitsu, and listening to podcasts and audiobooks on everything from spirituality and meditation to fitness and nutrition.