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RYAN CASEY

Tilia Fiduciary Partners, Inc.

Ryan is a zero-sales commission investment advisor, financial planner and owner of Tilia Fiduciary Partners, Inc. He serves mid-to-late stage career professionals, small business owners and tax-conscious retirees who lack the time, desire, or expertise to manage their own financial legacy. In addition to sitting on Tilia's Investment Policy Committee, Ryan is responsible for cultivating a team culture committed to clients' financial success.


Previously, Ryan worked for a healthcare investment bank analyzing healthcare and biotech companies before joining the Marine Corps. As a Captain with a "Light Attack" helicopter squadron, he provided fire support for Marines in Afghanistan. He holds the Certified Financial Planner™ and Certified Exit Planning Advisor designation as well as Bachelor & Master of Science degrees from Worcester Polytechnic Institute.

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Ryan is a zero-sales commission investment advisor, financial planner and owner of Tilia Fiduciary Partners, Inc. He serves mid-to-late stage career professionals, small business owners and tax-conscious retirees who lack the time, desire, or expertise to manage their own financial legacy. In addition to sitting on Tilia's Investment Policy Committee, Ryan is responsible for cultivating a team culture committed to clients' financial success.


Previously, Ryan worked for a healthcare investment bank analyzing healthcare and biotech companies before joining the Marine Corps. As a Captain with a "Light Attack" helicopter squadron, he provided fire support for Marines in Afghanistan. He holds the Certified Financial Planner™ and Certified Exit Planning Advisor designation as well as Bachelor & Master of Science degrees from Worcester Polytechnic Institute.

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  • Advisor Type: Wealth Manager
  • Website:
    https://tiliapartners.com/
  • Phone: (910) 679-4093
  • City: Wilmington
  • State: North Carolina
  • Postal Code: 28401
  • Country: United States
  • Designations: CEPA, CFP
  • Markets Served:
  • Company Name: Tilia Fiduciary Partners, Inc.