Eagle Strategies
12yrs
12 years in the industry
27yrs
Ryan Egbert is a fiduciary financial advisor in Silver Springs, Florida, with 27 years in the industry. Ryan joined Elevation Haven Financial in 2026, after seven years at Scott Marsh Financial. Ryan’s designations include CFP® and ChFC.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
OfficeSilver Springs, FL
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.07 million
States licensed ?1 state
Services through Elevation Haven Financial
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowElevation Haven FinancialCurrent firm
- 2021 – 2025Elevation Haven FinancialPreviously
- 2014 – 2021Scott Marsh Financial, LLCPreviously
Contact Ryan
(352) 358-1030Elevation Haven Financial main office Silver Springs, FLOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Elevation Haven Financial at (352) 358-1030 and ask for Ryan Egbert. Ryan works from the Silver Springs, FL office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Ryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Elevation Haven Financial reports being paid by a percentage of the assets they manage. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.