AIF® - Partner
Rylan received his Bachelors of Science degree from Penn State Behrend in May 2005, where he majored in Finance and minored in Economics. While at Behrend Rylan was a member of the Men’s Basketball team.
Rylan is securities registered FINRA Series 7, Series 66, Series 63 (held through Lincoln Investment) and insurance licensed. He also holds the AIF® designation.
Rylan started in the financial services industry directly out of college, working for a brokerage firm in New York and obtaining his securities licenses. He later moved home to the Pittsburgh area and for 5 years partnered with a senior financial advisor at Lincoln Investment, building his financial planning practice.
From 2010 until 2017 he continued to build his own practice (Rylan Marx Financial Group) with a team of two financial advisors, one tax professional and a client services manager. Utilizing advanced technology platforms, he has made the financial planning and investment management experience more targeted and transparent for the client.
With the merger of Rylan Marx Financial Group and ATI Financial Services in 2017, tremendous efficiencies were gained within the processes of financing planning, portfolio management, Accounting and Tax services.
Rylan is originally from Bradford, PA. He now resides in Ohio Township with his wife, Lyndsay and three children, Luca, Livia and Alec.