Create the Practice and the Lifestyle You Want

Drawing on our experience of growing our own highly successful practices, we show financial advisors how to deliver massive value to their clients, achieve unprecedented profitability, and spend more time with the ones they love.
We help financial advisors build The Perfect RIA.

Have What It Takes?Take the Quiz


the perfect ria
Are you working nonstop and feeling like the success of your practice depends on you always being physically present? Do you struggle to keep your team engaged and productive? Does your RIA lack the systems and processes needed to operate at maximum efficiency? Are you still searching for the missing link needed to take your RIA to the next level?

Build The Perfect RIA


The Perfect RIA provides financial advisors with the processes, resources, and mentorship needed to deliver incredible benefit to their clients while improving profitability and creating time for what matters most.

Micah Shilanski and Matthew Jarvis are CFP® professionals who independently developed the systems and processes needed to take off 6+ months out of the year while still operating a highly successful RIA. Motivated to help other advisors achieve this same level of freedom and success, Shilanski and Jarvis created a community for financial advisors who want to take their RIA to the next level. 
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What is The Perfect RIA?


There are 3 tenets that define The Perfect RIA.

  • Deliver Massive Value to Clients

    The foundation of The Perfect RIA is creating the ultimate client experience that delivers massive value to clients, helps them achieve their goals, and improves their lives.

  • Spend More Time Away from the Office

    We believe time is the most valuable resource, and that’s why The Perfect RIA allows you to take off over 6 months a year to spend time with family and travel the world.

  • Operate a Highly Profitable Lifestyle Practice

    By working smart instead of working hard and by implementing highly effective systems and processes, The Perfect RIA allows practices to achieve over 50% profitability ratios.


Are You A Perfect RIA?
Take the quiz to see how your practice stacks up.

Take the Quiz

Ready to Be a Part of It?





the perfect ria





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Be the first to learn about new podcast episodes, receive invitations to exclusive events, and get periodic information to guide you on your journey toward becoming The Perfect RIA.

Who We Are


Micah Shilanski, CFP®

Micah Shilanski, CFP®

Shilanski & Associates Inc.

Micah Shilanski is a financial planner who achieves the ‘impossible’. While other experts talk about lifestyle practices for financial planners – Micah lives it. He currently takes more than 6 months out of the office a year, yet continues to grow his practice by at least 20% each year.

Matt Jarvis, CFP®

Matt Jarvis, CFP®

Jarvis Financial Services

Matt and his tight-knit team serve approximately 150 households with a collective $130M in AUM. They’ve been in business for over 25 years and intentionally keep their firm small to ensure that every client receives the very highest level of personalized service.


Meet Us in Person


Listed below are upcoming conferences at which Micah and Matt will be speaking. Click the links to learn more and reserve your spot.
18
August 2019

Magellan MasterMind

2019 Conference

Chicago, IL

Micah Shilanski is a featured speaker at the 2019 Magellan MasterMind conference, which will be held in Chicago on August 18th and 19th. His talk will focus on marketing strategy.

Learn More
24
September 2019

Financial Planning Association of Greater Phoenix

2019 Pre-Symposium Event

Tempe, AZ

Matthew Jarvis is the featured speaker at the FPA prequel event on September 24th. His talk is entitled, In the Trenches of a Highly Profitable, Hyper-Efficient, Lifestyle Practice.

Learn More
25
September 2019

Financial Planning Association of Greater Phoenix

2019 Pre-Symposium Event

Scottsdale, AZ

Matthew Jarvis will be giving a keynote presentation entitled, Build Your Own Perfect Practice.

Learn More

Listen Up


Click below for a preview from The Perfect RIA Podcast. Listen, rate, review, and subscribe to our podcast on Apple Podcasts, iTunes, Spotify, Stitcher, or wherever you like to listen.


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