About Derive Wealth

Derive Wealth is a financial advisory firm founded by a Certified Financial Planner™ with a commitment to offering personalized financial planning services. Operating on a 100% flat fee basis, Derive Wealth provides advice in various areas, including retirement, investments, and tax strategies, catering to clients in Pasadena, CA, and across the nation. Clients have praised Derive Wealth for its educational approach, which empowers individuals to take control of their financial futures. The firm offers automated tools that streamline budgeting and financial updates, saving clients valuable time. Regular quarterly meetings with the advisor ensure that clients stay on track with their financial goals, helping them navigate significant life milestones such as home purchases and family planning. The advisor at Derive Wealth is described as kind, honest, and communicative, fostering a trusting relationship with clients. Many have noted how the advisor tailors financial strategies to align with their personal values, such as avoiding investments in certain industries. Clients appreciate the visual aids and organized information that make complex decisions easier to understand. Overall, Derive Wealth is highly recommended by clients who appreciate the thoroughness, knowledge, and support provided by the advisor. With a focus on helping clients make informed decisions without judgment, Derive Wealth stands out as a reliable choice for those seeking guidance in personal finance.

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Reviews for Derive Wealth

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Jun 2025
I am so happy I was referred to this business. I came to them with no CLUE and now I feel confident that I have a true partner in my financial future and wellbeing. Thank you Ryan and Erin for all you!!!
Dec 2023
My wife and I worked with Ryan for just over 2 years. Although I would say that I'm intrinsically motivated when it comes to personal finance (i.e., regularly update our family budget, reallocate our brokerage accounts and retirement investments, align on financial goals as a family), the services offered by Derive Wealth brought us to the NEXT LEVEL. We didn't want to sign up for someone to take over full control of our finances but rather someone who could educate, coach, and advise. Ryan was the triple threat. Derive Wealth offered automated tools that essentially did all of our budgeting updates which saved me hours. Additionally, we scheduled quarterly touchpoints...read full review
Oct 2023
Ryan is a kind, honest, and communicative financial advisor. I have recommended him to several friends and family members. He has taught us so much about money, and has really assured us that we can achieve our goals. My husband and I are both risk adverse hard-workers. We always err on the side of caution, while trying to align things to our own personal beliefs. Here are the best things about working with Ryan for almost three years: - He takes on the work of researching and organizing information for major purchases and life events. You describe your wants, needs, and concerns, and he can help guide you towards the best decisions for your family financially. He put things in visuals and charts! - He is very understanding. Personally, I don't want to invest in things that have to do with guns or war. He ensure this. - He knows a lot about trends and long term things. He's been a well-trusted financial planner for years. I trust professionals over myself in most situations, and your money is definitely something that could use a professional's opinion. Ultimately, he presents information in a non judge mental manner for you to make your own decision, but I appreciate his knowledge. - Flat Fee. That's it. He is a fiduciary and he's in the business of helping you make the right decisions. If you're on the fence, try it (if it's financially something that works for your budget and lifestyle). This is the opinion of a non financial planner investment person.