Scott Ranby CFP®, CEPA®, CPA, MBA, DACFP

Senior Wealth Advisor

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

In-person visits
Video Meetings
Phone Meetings

Request an introduction

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?

Jill D.

07/14/2026

Professional, honest and informative

Wong T.

05/22/2026

I've known Scott Ranby for nearly 8 months now. Scott is courteous and is always quick to answer questions posted. Looking forward to continue building strong relationship with Scott.

Susan F.

02/19/2026

Working with Scott Ranby is a delightful experience in an often confusing world for me. He is patient, willing to answer any questions, and very competent. Honestly, I cannot emphasize enough the combination of the quality and competency of his service along with his gentle and kind personality. The best Financial Advisor we have ever experienced.

Barry L.

10/09/2025

Nothing to add at this time.

Sandra P.

08/27/2025

My advisor, Scott Ranby, is the ultimate professional - efficient, knowledgable, caring and friendly. He asks great questions and listens well. He is easy to talk with and always is thorough and prepared when I ask questions of him. I am so happy and actually relieved to have as advisor who has all of these qualities. It is a hard world and it is a joy to have a trustworthy, helpful person whose expertise is not my own.

Beth W.

08/16/2025

Scott is knowledgeable, patient, kind and always willing to listen to my questions and help me understand the issues. I appreciate his wonderful customer service as well as his in-depth knowledge of finance, taxes, investments and so much more.

Steve W.

08/16/2025

Scott has been extremely helpful as we have been transferring assets from my father’s estate into our portfolio. He is very helpful and has explained a number of technical details very well.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

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 Ranby, Senior Wealth Advisor

Scott’s Frequently Asked Questions

What should I expect when I begin working with Scott as my financial advisor?

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

Will I work directly with Scott, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Scott if I live outside Denver or my situation is not listed above?

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.

Videos by Scott Ranby

What Is the Best Way to Bring Fairness and Harmony to Your Estate Plan? | Scott Ranby Mission Wealth

The Psychology of Market Volatility with Scott Ranby | Mission Wealth

Request an introduction to Scott Ranby.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Scott Ranby and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction