Kingsview Partners Highlights Partner | Wealth Manager Ryan S. Birch, CFP®
Advisor Serving Clients Across Long Grove, Buffalo Grove, and the Greater Lake County Region
Kingsview Partners is pleased to spotlight Partner and Wealth Manager Ryan S. Birch, CFP®, who operates his independent advisory practice out of Long Grove and Buffalo Grove, Illinois. With more than two decades of industry experience, Ryan is known for his depth of insight, thoughtful planning approach, and unwavering commitment to client success.
Originally from Valparaiso, Indiana, Ryan earned his degree from Indiana University’s Kelley School of Business, where he pursued a double major in Information Systems and Management, along with a minor in International Studies. His academic foundation — combining analytical rigor with a global outlook — laid the groundwork for a career defined by strategic thinking and client-focused innovation.
Over the past 23 years, Ryan has served clients across market cycles and life stages, with a special focus on helping families navigate key financial transitions. His practice spans retirement planning, estate strategy, college savings, insurance design, and multi-generational wealth coordination — all delivered through a “small family office” model that centralizes and simplifies complex financial lives.
Ryan takes pride in acting as a financial quarterback, aligning investments, risk strategies, tax planning, and legacy goals into a cohesive framework. “It’s easy to overlook how one decision in isolation can create ripple effects elsewhere,” Ryan explains. “My role is to ensure everything works together — and to help clients avoid the costly missteps that can derail long-term progress.”
That mindset extends beyond client portfolios. In addition to building a successful practice, Ryan has played an instrumental role in advisor development throughout Lake County, mentoring dozens of new professionals and leading acquisition and growth initiatives that have expanded Kingsview’s regional presence.
Away from the office, Ryan is a devoted husband and father. He and his wife, Christine, enjoy an active life with their two children, Ellie and Henry — whether golfing together, skiing in the winter, or waterskiing during Chicago’s brief but beautiful summers. A history and business enthusiast, Ryan is also deeply involved in his community, lending time and energy to charitable causes and service through the local Rotary Club.
“Ryan brings a rare blend of technical acumen, leadership, and relational depth,” says Kingsview Chairman & CEO, Josh Lewis. “He embodies the kind of trusted, forward-thinking guidance that makes a lasting impact on families — and on the advisory profession as a whole.”
Ryan Birch serves clients from Kingsview’s Long Grove / Buffalo Grove offices and can be reached by calling (847) 999-3444 or through the Kingsview website.
