About Blue Ridge Financial Planning
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Blue Ridge Financial Planning is a financial planning firm based in Fort Mill, South Carolina. We help clients organize their financial lives, make informed decisions, and build planning strategies around retirement, investments, taxes, insurance, and family goals.
Clients can meet with us in person at our Fort Mill office or virtually through a planning process designed to make ongoing guidance convenient and accessible. |
What We Believe
Planning should be understandable
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Clients should understand the decisions they are making and why they matter.
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Investments should support the plan
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A portfolio should be connected to income needs, taxes, risk tolerance, and goals.
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Financial decisions are connected
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Retirement, taxes, insurance, estate planning, and investments should not be reviewed in isolation.
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Ongoing guidance matters
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A financial plan should be reviewed and adjusted as life changes.
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Based in Fort Mill. Available virtually.
Blue Ridge Financial Planning is a financial planning firm based in Fort Mill, South Carolina. We help clients organize their financial lives, make informed decisions, and build planning strategies around retirement, investments, taxes, insurance, and family goals.
While many clients meet with us in person at our Fort Mill office, our practice is also built for virtual financial planning. We work with clients through secure online meetings, digital planning tools, and ongoing communication designed to make financial planning convenient and accessible.
While many clients meet with us in person at our Fort Mill office, our practice is also built for virtual financial planning. We work with clients through secure online meetings, digital planning tools, and ongoing communication designed to make financial planning convenient and accessible.
Meet Joe Silva
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Joseph S. Silva
Financial Planner Blue Ridge Financial Planning [email protected] 803-443-0008 Ext. 101 |
Joe Silva is a Financial Planner at Blue Ridge Financial Planning, a Fort Mill, SC-based financial planning firm serving clients locally and virtually. A third-generation financial planner, Joe continues a family legacy started by his grandfather and carried on by his father. At one point, all three generations worked with the same company, giving Joe an early appreciation for the impact long-term financial guidance can have on families.
Since beginning his financial services career in 2007, Joe has helped families, retirees, professionals, and business owners make informed decisions about retirement, investments, insurance, tax-aware planning, and long-term financial goals.
A former United States Marine serving for 12 years, who deployed to Iraq in 2005, Joe brings a disciplined, organized, and practical approach to financial planning. His connection to the Marine Corps remains personal as the proud father of two sons serving in the Marines. He Lives in Indian Land, SC with his wife, Beth and two children.
Joe’s planning philosophy is simple: clients deserve clear guidance that connects the different parts of their financial life. Whether meeting in person at the Fort Mill office or virtually, his focus is helping clients understand their options, make thoughtful decisions, and move forward with confidence.
Since beginning his financial services career in 2007, Joe has helped families, retirees, professionals, and business owners make informed decisions about retirement, investments, insurance, tax-aware planning, and long-term financial goals.
A former United States Marine serving for 12 years, who deployed to Iraq in 2005, Joe brings a disciplined, organized, and practical approach to financial planning. His connection to the Marine Corps remains personal as the proud father of two sons serving in the Marines. He Lives in Indian Land, SC with his wife, Beth and two children.
Joe’s planning philosophy is simple: clients deserve clear guidance that connects the different parts of their financial life. Whether meeting in person at the Fort Mill office or virtually, his focus is helping clients understand their options, make thoughtful decisions, and move forward with confidence.
Meet Monique Ryan
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Monique Ryan is a Financial Planner at Blue Ridge Financial Planning in Fort Mill, South Carolina. She has worked in financial services since 2010 and helps clients make thoughtful decisions about their investments, retirement, and overall financial plan.
Monique works with clients who are looking for ongoing investment advisory and financial planning guidance. She helps families, retirees, professionals, and business owners align their investments with their retirement goals, cash flow needs, tax considerations, and long-term priorities.
Before becoming a financial planner, Monique worked on the corporate side of the financial services industry, giving her a broad understanding of how firms, advisors, and clients work together. She brings a practical, down-to-earth approach to planning and enjoys helping clients understand their options without feeling overwhelmed.
Monique holds a degree in Business Management from the University of Wisconsin-Whitewater. She lives in Fort Mill with her husband, Sean. Outside of work, she enjoys traveling with family, running, biking, reading, and spending time with dogs whenever possible.
Monique works with clients who are looking for ongoing investment advisory and financial planning guidance. She helps families, retirees, professionals, and business owners align their investments with their retirement goals, cash flow needs, tax considerations, and long-term priorities.
Before becoming a financial planner, Monique worked on the corporate side of the financial services industry, giving her a broad understanding of how firms, advisors, and clients work together. She brings a practical, down-to-earth approach to planning and enjoys helping clients understand their options without feeling overwhelmed.
Monique holds a degree in Business Management from the University of Wisconsin-Whitewater. She lives in Fort Mill with her husband, Sean. Outside of work, she enjoys traveling with family, running, biking, reading, and spending time with dogs whenever possible.
Meet Our Strategic Investment Team
TAG Advisor Network
We are a proud member of the TAG Network, a community of thriving independent financial professionals across the country, collectively managing over $12 billion. Being a member of the TAG Network helps assure we stay abreast of industry trends and provides support and backup to make sure we can deliver the best possible service to our clients. Our ability to collaborate with other like-minded firms in the network enables us to advance our skills and tap into the collective experience of other financial firms. Working with us gets you more than the great people in our office. There is a whole network of people taking care of you, too.
We are a proud member of the TAG Network, a community of thriving independent financial professionals across the country, collectively managing over $12 billion. Being a member of the TAG Network helps assure we stay abreast of industry trends and provides support and backup to make sure we can deliver the best possible service to our clients. Our ability to collaborate with other like-minded firms in the network enables us to advance our skills and tap into the collective experience of other financial firms. Working with us gets you more than the great people in our office. There is a whole network of people taking care of you, too.
Jasen Dahm CFA, CPA
Director, TAG Invest |
Mark Kelly, CFA
Co-Portfolio Manager |
Jasen is Managing Director of TAG Invest, our investment management strategic partner.
In this role, Jasen oversees the development and management of investment portfolios for our clients. His prior experience includes running an asset management program, accumulating and managing over $1.1 Billion. He is also author of the Amazon best selling book Nutshells: Planning Strategies for a Tax-Free, High-Income Retirement
The TAG Invest process focuses on those areas that add the most value to our relationship with you: tax management, expense reduction, risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional return without adding additional risk. Those strategies can be customized to your other investments.
TAG Invest is a part of TAG Advisors, the partner that provides many services that support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back office functions to deliver more value to clients like you.
In this role, Jasen oversees the development and management of investment portfolios for our clients. His prior experience includes running an asset management program, accumulating and managing over $1.1 Billion. He is also author of the Amazon best selling book Nutshells: Planning Strategies for a Tax-Free, High-Income Retirement
The TAG Invest process focuses on those areas that add the most value to our relationship with you: tax management, expense reduction, risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional return without adding additional risk. Those strategies can be customized to your other investments.
TAG Invest is a part of TAG Advisors, the partner that provides many services that support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back office functions to deliver more value to clients like you.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Blue Ridge Financial Planning and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. Fixed insurance services offered through Blue Ridge Financial Planning. Investing involves risk of loss. Diversification and asset allocation strategies do not assure profit or protect against loss. www.finra.org www.sipc.org
Blue Ridge Financial Planning does business in the following states:
Securities [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Mutual Funds: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Life Insurance: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Annuities: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Variable Annuities: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Blue Ridge Financial Planning does business in the following states:
Securities [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Mutual Funds: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Life Insurance: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Annuities: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Variable Annuities: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
