Advisor at Arx Private Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arx Private Wealth
Location
Lancaster, PA 17601
Credentials
Series 65
Industry experience
3 years
Joshua Guevin is a financial advisor at Arx Private Wealth in Lancaster, PA, holding a Series 65 designation with three years of industry experience. He previously worked at RKL Wealth Management LLC for five years and has held positions at Villanova University and the University of Valley Forge. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other advisers, and family offices. The firm focuses on asset allocation and third-party model portfolios, combining family office offerings such as trustee oversight and bill paying with access to private placements and independent managers.
$0 - $2,000,000: The greater of $10,000 or 1% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% >$10,000,000+: 0.5%
Hourly rates may apply for financial planning updates or additional services as needed
Minimum fee: Minimum annual advisory fee of $10,000
1891 Santa Barbara Drive, Suite 206
Lancaster, PA 17601
Pennsylvania
Arx Private Wealth
2026 - Present (1 year)
RKL Wealth Management LLC
2021 - 2026 (5 years)
Villanova University
2020 - 2021 (1 year)
University of Valley Forge
2020 - 2020 (1 year)
University of Valley Forge
2017 - 2018 (1 year)
Villanova University
2016 - 2020 (4 years)
Quality Degree Inc.
2016 - 2016 (1 year)
Renaissance Academy
2011 - 2016 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lancaster, PA
Stahl Wealth Management, LLC
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.
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