The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus

About this episode

Ryan Marcus discusses the wealth management industry's shortcomings in serving the neurodivergent community and shares personal insights from his nephew's experience.

Ryan Marcus has a passion for helping the wealth management industry better serve the neurodivergent community. He argues that the industry is not serving them in an intentional way. Neurodivergence refers to divergence in mental or neurological function from what is considered typical or normal. It’s frequently used with reference to autistic spectrum disorders. The issue is personal to Ryan, whose nephew, Nicholas, is on the spectrum. That experience revealed how unprepared the wealth management industry is to serve this growing community, even as trillions in wealth shift to younger generations. In this episode of The Healthy Advisor podcast, WealthManagement.com Executive Editor Diana Britton speaks with Ryan Marcus, chief business development and engagement officer at Binah Capital, about what he’s learned from his nephew, why authenticity matters, and how advisors can embrace practical, human changes that make a big impact. Ryan discusses: His personal connection with his nephew and the lessons he’s learned about authenticity The financial obstacles neurodivergent clients face, from sensory overload to complex communication Small office and meeting adjustments that remove…

People in this episode

Host: Diana Britton

Guest: Ryan Marcus

Topics covered

• neurodivergence
• wealth management
• authenticity
• financial obstacles

Keywords

• neurodivergent community
• wealth management
• financial services
• autism

Mentioned in this episode

Products: Binah Capital

Books & works: The Healthy Advisor

More episodes of Healthy Advisor

• The Healthy Advisor: Viewing Cancer as an Opportunity, Not a Fight with RJ Moore · April 22, 2026 · 35 min
• The Healthy Advisor: Turning Loss into Purpose with Jamie Hopkins · March 18, 2026 · 32 min
• The Healthy Advisor: The Toll of Caregiving with Melissa Caro · February 18, 2026 · 37 min
• The Healthy Advisor: Taking Control of Your Finances with Bridget Venus Grimes · January 21, 2026 · 36 min
• The Healthy Advisor: An Unexpected Stroke and the Way Forward With Mark Singer · December 17, 2025 · 27 min
• The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson · October 15, 2025 · 31 min