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Advisors near 17601

Out of 400,000+ nationwide

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Jeremy S

Series 63, Series 65

Lancaster, PA

Stahl Wealth Management, LLC

Options & derivatives strategies
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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

Tax-loss harvesting 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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Timothy D

Series 63, Series 65

Lancaster, PA

Adare Asset Management, LLC

Concentrated stock management Options & derivatives strategies Active portfolio management Wealth management
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Russell H

Series 63, Series 65

Lancaster, PA

Harlan Financial LLC

General retirement planning Cash flow / budgeting Wealth management Passive / index investing
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Isaac E

Series 63, Series 65, Series 66

East Petersburg, PA

Cedarline Capital

Options & derivatives strategies Real estate investing Passive / index investing
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Baizhou C

Series 65

Lancaster, PA

One Stop Advisor LLC

Annuities General retirement planning Social Security optimization Elder care planning Cash flow / budgeting
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