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Aaron K

CFP®

Overland Park, KS

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 20 financial advisors of 20 near 19973

Out of 400,000+ nationwide

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John R

Series 66

Seaford, DE

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Melinda T

Series 63, Series 66

Laurel, DE

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Alison T

ChFC®, Series 66

Laurel, DE

Edward Jones

College savings (529s, UTMA, etc.) Startup equity planning Business ownership considerations Founder/Business Owner
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Lauren F

Series 66

Georgetown, DE

Merrill

Lauren Fritz Mariner is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, based in the Rehoboth Beach, Delaware office. She also serves as a Senior Portfolio Advisor and holds the Retirement Benefits Consultant designation. Lauren provides fiduciary advisory services to defined contribution plans and assists clients in developing long-term financial strategies that address retirement, educational needs, liabilities management, and insurance. With over twenty-four years of experience in the financial services industry, Lauren is a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She holds a Bachelor's degree in Communications from Salisbury State University. Lauren’s practice emphasizes education, open communication, and a disciplined approach to financial planning, including comprehensive analysis before investment recommendations. She focuses on personal attention tailored to clients' needs and schedules, supported by technology and ongoing research. Lauren is active in the Greater Georgetown Chamber of Commerce, Autism Delaware, Sussex Academy of Arts and Sciences, and Wesley United Methodist Church. She has been involved with the Miss America Scholarship Program as a local titleholder, director, certified judge, coach, and host family for Delaware’s Distinguished Young Women program. Born in Iowa, Lauren balances her professional career with community involvement and maintains two principal business rules: the Golden Rule and the Sundown Rule, ensuring prompt communication with clients.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning ESG / Sustainable investing Women's Finance Women Professionals LGBTQIA
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Rachel K

Series 66

Georgetown, DE

Mccann Wealth Strategies,Inc.

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Douglas R

Series 66

Greenwood, DE

Clarity Financial Advisors LLC

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Coty S

Series 66

Seaford, DE

Citizens Securities, Inc.

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Joseph B

Series 66

Georgetown, DE

Principal Financial Services

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Herley G

Series 63, Series 66

Seaford, DE

Thrivent Investment Management

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Conor W

Series 63, Series 66

Georgetown, DE

Edward Jones

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