Scott Ranby CFP®, CEPA®, CPA, MBA, DACFP
Based in Denver, Scott helps business owners, multigenerational families, and Duke University faculty and staff navigate business exits, retirement, tax planning, and long-term family wealth decisions
Ways to Connect
Who Scott Typically Helps
Business owners preparing for an eventual exit, multigenerational families, families preparing children or heirs for future wealth, Duke University faculty and staff, individuals managing complex and interconnected financial decisions
Serving Clients in
Denver • Park Hill • Cherry Creek • Boulder • Durham • Chapel Hill • Communities throughout Colorado’s Front Range and North Carolina’s Research Triangle
Available nationwide through virtual meetings
Questions Scott Helps Answer
- How should I prepare for a business sale and coordinate the liquidity event?
- How should I diversify proceeds after a business exit?
- How can charitable planning fit into my broader strategy?
- How can I prepare heirs and strengthen family communication?
- How should Duke University retirement benefits fit into my plan?
As a Senior Wealth Advisor, Scott helps clients achieve their financial goals through personalized strategies in investment management, retirement planning, tax optimization, and estate planning. In addition to working with multi-generational families, he enjoys partnering with business owners to navigate the personal and financial aspects of exiting their business—a transition that often involves parting with their life’s work. His goal is to help them plan thoughtfully and proactively so they can move forward with clarity, purpose, and peace of mind.
From an early age, I enjoyed researching investments and learning how people build long-term wealth. In my career, I try to form deep connections with my clients so I can craft wealth management solutions best suited to help them achieve their financial goals, leave a legacy, or make an impact in their families and communities. I am passionate about educating my clients and their families on how to build and grow lasting wealth.
Scott’s Frequently Asked Questions
New clients can expect a thoughtful, organized, and genuinely collaborative relationship from the beginning. Scott takes time to understand their family, goals, concerns, and existing planning, then helps bring clarity to decisions that may feel complex, emotional, or interconnected. His role extends beyond providing technical advice to helping clients understand their options, coordinate the professionals involved, and move forward with greater confidence
Professional Background
Scott began his career with a Big 4 accounting firm and earned his CPA license before transitioning to helping individuals and families manage their wealth in pursuit of their life goals. He also earned his DACFP Certificate in Blockchain and Digital Assets, which is designed specifically for financial professionals, including advisors, planners, wealth managers, and investment specialists, who want to deepen their understanding of blockchain technology and the evolving landscape of digital assets like cryptocurrencies. Before joining Mission Wealth, he spent 14 years as an advisor and owner of a boutique wealth management firm.
Personal Pursuits
Outside of work, Scott can be found hiking around Colorado and Utah, cooking wood-fired pizzas, practicing meditation and yoga, and spending time with his spouse, children, and mini goldendoodle.
Community Impact
Scott has served on the finance and investment committees for various nonprofit organizations, including the Colorado CPA Society, the International School of Denver, and the Montview Foundation.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor