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Jonathan Kiehl

Advisor at Evenkiehl, LLC

Updated today
Evenkiehl, LLC logo

Firm

Evenkiehl, LLC

Location

Lancaster, PA

Credentials

CFP®, Series 65

Industry experience

7 years

About

Jonathan Kiehl is a CFP®-certified financial advisor with seven years of industry experience. He is the principal of Evenkiehl, LLC, an independent investment advisory firm, and previously worked at Stewardship Advisors, LLC and Rolex Watch, USA. In addition to his advisory role, he serves as an adjunct professor teaching core classes in the Master of Finance program at Elizabethtown College. Evenkiehl, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm primarily uses passive investment strategies with low turnover and tax-awareness, offering comprehensive financial planning without additional fees for clients with $350,000 or more under management.

Client services

Based on Evenkiehl, LLC

Financial planning Portfolio management

Expertise

Based on Evenkiehl, LLC

Business sale tax planning Retirement withdrawal strategies College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting

Fee options

Fixed

Limited Scope Financial Planning: $2,500 - $4,500, negotiable based on complexity and client needs

Percentage

$0 - $1,000,000: 1.00% $1,000,001+: Negotiable

Subscriptions

Ongoing Comprehensive Financial Planning: $500 - $1,000 upfront plus $208 - $375 per month or $625 - $1,125 per quarter, fees based on complexity and client needs

Location

Lancaster, PA

Most active in

Pennsylvania

Work history

Elizabethtown College

2025 - Present (1 year)

Evenkiehl, LLC

2021 - Present (5 years)

Stewardship Advisors, LLC

2018 - 2021 (3 years)

Rolex Watch, USA

2007 - 2018 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeremy S

Series 63, Series 65

Lancaster, PA

Stahl Wealth Management, LLC

Options & derivatives strategies Concentrated stock management Wealth management

Ryan K

CFP®

Lititz, PA

Aries Financial Navigators, Inc.

Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.

General retirement planning Engineering Professional Baby Boomers (Born 1946-1964)
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Steven M

Series 63, Series 65

Lancaster, PA

Cool Creek Financial

Wealth management College savings (529s, UTMA, etc.)
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Jeffrey G

Series 66

Lancaster, PA

Carriage Hill Investment Associates LLC

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting
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Jeremy W

CFP®, Series 66

Lancaster, PA

FIDENT Financial, LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations
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Ben S

Series 65

Lancaster, PA

Strubel Investment Management, LLC

Active portfolio management Real estate investing
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