Advisor at Adare Asset Management, LLC
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
Adare Asset Management, LLC
Location
Lancaster, PA 17601
Credentials
Series 63, Series 65
Industry experience
18 years
Timothy Deery is a financial advisor at Adare Asset Management, LLC in Lancaster, PA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Adare Asset Management since 2009. Adare Asset Management provides discretionary and non-discretionary investment management to individual and institutional clients, including trusts, estates, charitable organizations, banks, pension and profit-sharing plans, and corporate and insurance clients. The firm employs a conservative investment approach emphasizing companies with sustainable earnings and reliable dividends, along with a fixed-income strategy focused on highly rated bonds, and offers specialized financial-services portfolios and third-party adviser referrals.
Based on Adare Asset Management, LLC
Based on Adare Asset Management, LLC
1.00% annually (standard fee, negotiable)
1853 William Penn Way, Suite 14
Lancaster, PA 17601
Pennsylvania
Adare Asset Management, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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Series 66
Lancaster, PA
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CFP®, Series 66
Lancaster, PA
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