Ryan Wibberley began CIC Wealth after working for two large financial planning firms. He felt there was a clash between the services and products his employers wanted him to sell and what his clients needed. Instead of bolstering the plan of his employers, Ryan sought to form long-term relationships by concentrating on the client’s needs and interests. Therefore, in 1999, Ryan founded CIC Wealth.
Michael Fein (Ryan’s college roommate), Frank Cappadora, Satish Survanshi, and Tim Schoeffler were the initial members of the team. Maintaining the same desire for providing customized financial resources, they all brought years of background to the business. Michael’s understanding of retirement planning, Frank’s expertise in managing operations, Satish’s portfolio management experience and Tim’s investment genius would prove critical towards assisting clients as they created financial plans. In 2013, Andrew Goodman came to CIC Wealth bringing 23 years of experience in the field. Andrew expertise is in finding businesses trading below their actual value.
From modest beginnings, CIC Wealth has become a highly regarded, boutique wealth management firm located in the Washington D.C. and Baltimore metropolitan areas with more than $224 million in assets under their care. CIC Wealth’s team writes for significant publications in the industry such as Forbes, The Wall Street Journal’s Marketwatch column, Crains Wealth, and The Washington Post.
17 years in, CIC Wealth continues to serve steadfastly, devoted to one basic idea: helping clients achieve their individual financial goals through unbiased, straightforward financial guidance and advice.
CIC Wealth takes a holistic approach to financial planning. We are here to help you design a strategy and educate you about your investments to help you live worry-free now and in the future. Through our transparent approach, our team is dedicated to helping you design a Life Well Calculated™.
In addition, CIC Wealth stands out because we are…