Stansberry Asset Management - Ryan Walker

Holistic Wealth Planning to Give You Peace of Mind

Financial advisor in Camas, WA (show on map)

5.0

★★★★★

32 reviews

SEC-registered investment advisory firm combining active investment management with strategic financial planning for families, business owners, and professionals.

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About

Stansberry Asset Management (SAM) is an independently minded, SEC-registered investment advisory firm (SEC file #801-107061) founded in 2016. SAM manages more than $1.2 billion on behalf of families, business owners, and institutions nationwide.

The firm combines active, research-driven portfolio management with comprehensive financial planning, operating as a fiduciary that puts clients first. SAM serves clients across the Pacific Northwest and beyond through offices in Texas, New York, California, and Washington, with the Camas, WA office led by Ryan Walker. Their investment philosophy emphasizes durability, healthy profit margins, high returns on investment, talented management teams, and reasonable valuation. SAM's holistic planning process spans six steps: Define, Gather, Analyze, Review, Apply, and Develop.

Independently minded—does not follow the pack, seeks asymmetric opportunities

Customer-centric—treats each client as an individual, crafts plans to fit goals and personalities

Freedom-empowering—takes care of investments so clients can enjoy free time

Performance-focused—disciplined, opportunistic approach emphasizing capital preservation and risk management

Holistic approach—combines active investment management with comprehensive financial planning

Fiduciary responsibility—recognizes every family's unique and evolving needs

Active investment management with in-house Investment Committee

Six-step structured financial planning process

Services

Investment Management

In-house Investment Committee actively manages portfolios using fundamental research and quantitative analysis to safeguard wealth, generate income, grow assets, or achieve a combination of these goals.

Actively managed portfolios Fundamental research and quantitative analysis Capital preservation and risk management Disciplined, opportunistic value approach

Financial Planning

Holistic approach to building personalized financial plans accounting for retirement, tax mitigation, estate considerations, efficient cash flow planning, and more.

Personalized financial plans Retirement planning integration Tax mitigation strategies Estate considerations Cash flow planning

Retirement Planning

Careful planning for the transition into retirement addressing income needs, healthcare decisions, and lifestyle choices to ensure a fulfilling and secure next chapter.

Income needs planning Healthcare decision guidance Lifestyle choice planning Long-term security focus

Business Succession Planning

Helps business owners align personal finances with business objectives and build strategies for smooth succession and lasting success.

Personal-business financial alignment Succession strategy development Collaboration with CPA, M&A advisor, and attorneys Acting as quarterback of professional team

Estate Evaluation

Holistic plan preparing for future generations, ensuring wealth is structured to support family needs today and tomorrow, with optional digital storage of estate documents.

Wealth structure for family needs Digital storage of estate planning documents Collaboration with estate attorneys Multi-generational planning

Tax Planning

Evaluates evolving strategies to help minimize long-term tax implications and collaborates with tax professionals to ensure plan efficiency.

Long-term tax minimization Collaboration with tax professionals Evolving strategy evaluation

Credentials & Certifications

SEC Registered Investment Advisor

Since 2016

CERTIFIED FINANCIAL PLANNER® (CFP®)

Certified Exit Planning Advisor (CEPA)

Reviews

Rating

★★★★★

Reviews

"Ryan has provided great service and proactive advice."

Frequently Asked Questions

What makes Stansberry Asset Management different from other financial advisory firms? +

SAM is independently minded, customer-centric, freedom-empowering, and performance-focused. They combine active investment management with holistic financial planning as a fiduciary, and don't just follow the pack—seeking asymmetric opportunities while emphasizing capital preservation and risk management.

What is SAM's investment philosophy? +

SAM focuses on durable franchises with long growth runways, healthy profit margins, high returns on investment, talented management teams with skin in the game, and reasonable valuations. They invest in world-class businesses only when they trade at a fair price relative to intrinsic value.

Who does SAM serve? +

SAM serves families preparing for the future, business owners, professionals nearing retirement, multigenerational wealth builders, and corporate professionals with equity compensation across the Pacific Northwest and nationwide.

Is Stansberry Asset Management a fiduciary? +

Yes, SAM operates as a fiduciary, recognizing that every family's needs are unique and will evolve over time, and providing guidance accordingly.

What is SAM's financial planning process? +

SAM's planning process consists of six steps: Define (determine scope), Gather (collect information), Analyze (complete detailed analysis), Review (annual review), Apply (implement recommendations), and Develop (create tailored investment plan).

How much does SAM manage in assets? +

SAM manages more than $1.2 billion on behalf of families, business owners, and institutions across the country.

What credentials does Ryan Walker hold? +

Ryan Walker is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Exit Planning Advisor (CEPA). He graduated from Bridgewater State University with a bachelor's degree in Operations Management concentrating in Finance.

Is SAM registered with the SEC? +

Yes, Stansberry Asset Management is a Registered Investment Advisor with the United States Securities and Exchange Commission, file number 801-107061.