Ryan Kelly
CFP®, CRPC®, AIF®, EA
Aries Financial Navigators
President
Ryan Kelly
CFP®, CRPC®, AIF®, EA
Aries Financial Navigators
President
Life is an adventure. The right guide can make all the difference in the experience of reaching your destinations. - Ryan Kelly, CFP®, CRPC®, AIF®, EA
Fee-Only financial planner located in Lititz, PA servicing clients in the Philadelphia, Lancaster, and Harrisburg local communities, as well as clients nationwide via virtual meetings.
Ryan Kelly is a Lititz, PA fee-only financial planner. Aries Financial Navigators provides a holistic approach covering a broad range of services & ensures that each piece of your plan is integrated as a cohesive system.
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 PLANNER (TM) 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, & is enrolled by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service as an Enrolled Agent.
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.
Ryan Kelly is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Planning
- Comprehensive Financial Planning
- Tax Planning
- Investment Management
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Ryan Kelly is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Ryan Kelly is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Ryan Kelly is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Ryan Kelly is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Ryan Kelly is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
-
Ryan Kelly is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
-
Ryan Kelly is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
-
Ryan Kelly is a Member of the National Association of Tax Professionals (NATP)The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals. NATP members are industry leaders who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations.
Contact Ryan Kelly
Office Locations:
-
201 Rock Lititz Blvd
Suite 25
Lititz, PA 17543
