Advisor at Arx Private Wealth
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Firm
Arx Private Wealth
Location
Lancaster, PA 17601
Credentials
Series 63, Series 65
Industry experience
5 years
Nikolas Madonis is a financial advisor at Arx Private Wealth with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RKL Private Wealth and Lloyds Bank Corporate Markets. Arx Private Wealth offers discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other investment advisers, and family offices. The firm emphasizes asset allocation and utilizes third-party model portfolios and independent managers, combining long-term purchase strategies with tactical short-term trades.
$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 Private Wealth
2023 - 2026 (3 years)
Lloyds Bank Corporate Markets
2020 - 2023 (3 years)
House of Pizza
2020 - 2020 (1 year)
Lloyds Securities
2019 - 2019 (1 year)
Marlin & Associates
2018 - 2018 (1 year)
RKL Wealth Management
2018 - 2018 (1 year)
Crystal Brook Advisors
2017 - 2018 (1 year)
Fordham University
2016 - 2020 (4 years)
Manheim Township School District
2010 - 2016 (6 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.
Series 63, Series 65
Lancaster, PA
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Lancaster, PA
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CFP®, Series 66
Lancaster, PA
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