Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountains road

Ryan McHugh, CFP

Ryan McHugh is a second-generation investment professional and has served clients in the financial services industry since 2010. He enjoys helping people develop strategic plans that seek to achieve long-term investment goals for families and/or businesses. His philosophy is to ensure clients feel comfortable implementing their investment plan through education, transparency, and suitable investment options. 
Ryan has a master's degree from the University of Montana, Missoula and the CERTIFIED FINANCIAL PLANNER™ designation. He received the America's Top Next Generation Wealth Advisors accolade by Forbes in 2018 and received the Accomplished Under 40 Award for central Oregon business leaders. 
Ryan likes to engage in local Philanthropy and has served terms on the board of directors for Economic Development for Central Oregon, the Ronald McDonald House Charities, and Bend Rapids youth hockey. On his free time, you can find him outdoors, skiing, hunting/fishing, playing ice hockey, traveling, and spending time with his three children and his wife Heidi. 

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • FL
  • ID
  • MA
  • MD
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • SD
  • TX
  • UT
  • WA

  • Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors, 2018, 2019


  • Master's Degree, University of Montana, Missoula


  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Legacy planning
Lending services
Women investors
Business Owners
600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702
  • (541) 322-6131

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020