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“What’s the best way to take Social Security? What do I do with this inheritance? Is my pension enough?”
These are common questions and common problems for those approaching retirement or considering a financial advisor.
They can also be resolved with attention to detail, the right financial and tax expertise, and a little hard work.
In 2019, Ryan Kelly, CFP®, AIF®, CRPC®, EA launched Aries Financial Navigators to bring his vision of the ideal client experience and service model to life with great financial planning in Lancaster.
Having spent most of his career providing highly customized planning strategies to individuals and families in and around Philadelphia, Kelly had extensive experience working through complex tax, investment, and estate planning situations. After leaving a long-time employer in Philadelphia and returning to Lancaster County to be closer to family, Ryan was surprised to realize that much of the investment management and financial planning world took a much more cursory approach to planning. He was surprised to find just how much more he could offer clients.
At Aries, we help individuals and families considering retirement prepare for and navigate 30+ years of financial independence with personalized retirement strategies, close attention to detail, and rigorous processes.
Don’t wonder if you’re ready for retirement – know you’re ready, with Aries Financial Navigators.
After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, he went on to become a CERTIFIED FINANCIAL PLANNER™ professional, received the Chartered Retirement Planning Counselor(SM) designation from the College for Financial Planning, the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies, and he is admitted by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service as an Enrolled Agent.
Ryan is a Lititz native and began a career in financial services in 2007 as a Registered Representative before transitioning to an independent multi-family office RIA in Philadelphia, where he focused on portfolio management and comprehensive financial planning for high-net worth individuals & families.
After returning to Lancaster, Ryan worked as a financial planner for Rodgers and Associates prior to founding Aries Financial Navigators in 2019.
Outside of the world of financial planning, he enjoys running, his electric motorcycle, participating in obstacle course races, spending time with family, watching movies, and live music.
Foster a culture of continuous learning and improvement. We strive to deliver the highest quality service and experience while maintaining awareness of our own limitations, sourcing good solutions and assistance whenever necessary from an extensive network of peers and service providers.
Be ethical and do the right thing. We strive to be compassionate, fair, and honest in all that we do, providing all of the relevant information and disclosing any conflicts of interest. We recommend only prudent solutions to your needs.
Attain meaningful results in the right manner. We always honor our Mission and Core Values, and we persevere through obstacles. Great things take time.
Remember that all great endeavors require risk. Proper planning allows us to take calculated risks and make intelligent decisions so that our biggest adventures become our best memories.
We partner with clients to deliver incredible value by providing the highest quality services and meaningful results.
To help individuals and families feel comfortable and confident in their financial future.
After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, he went on to become a CERTIFIED FINANCIAL PLANNER™ professional, received the Chartered Retirement Planning Counselor(SM) designation from the College for Financial Planning, the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies, and he is admitted by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service as an Enrolled Agent.
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