Ryan Kelly, CFP<sup>&reg;</sup> - Financial Advisor

Ryan Kelly, CFP®

CRPC® AIF® EA

Financial Planner

Aries Financial Navigators

201 Rock Lititz Blvd, Suite 35
Lititz, PA 17543
FINANCIAL ADVISOR'S WEBSITE
(717) 799-4399 CONNECT WITH Ryan
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General

Ryan Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aries Financial Navigators in Lititz, PA and the surrounding communities.

Financial Advisor Overview

Aries Financial Navigators is a fee-only comprehensive financial planning firm based in Lititz, PA servicing clients in the Philadelphia, Lancaster, and Harrisburg local communities, as well as clients nationwide via virtual meetings. We work with upper middle & high-income individuals & families, specializing in creating and implementing custom financial plans, focusing on your retirement years. Our typical client is looking for an ongoing relationship & professional assistance with managing investments, minimizing taxes & expenses, & navigating all the big (& small) decisions with their finances, including those around Social Security, healthcare before & after Medicare age, tax planning, preparation & tax-efficient withdrawal strategies.

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Financial Advisor Experience

Ryan Kelly, founder & CEO of Aries Financial Navigators, is a fee-only financial planner, investment manager, & tax professional based in Lititz, PA servicing clients in the Philadelphia, Lancaster, & Harrisburg communities, as well as nationwide via virtual meetings. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, Ryan went on to become a CERTIFIED FINANCIAL PLANNERTM professional, received the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. Ryan began his career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, focusing 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, Ryan moved back to his hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, Ryan started Aries Financial Navigators to bring his vision of the ideal client experience and service model to life. Serving as a consultant to his former colleagues, Ryan is 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor (CRPC®) Accredited Investment Fiduciary (AIF®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Business Taxes, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Startup, Personal Taxes

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