Ryan Vogel
CFP®
Novi Wealth Partners
Chief Planning Officer, Partner
Ryan Vogel
CFP®
Novi Wealth Partners
Chief Planning Officer, Partner
I feel like I get to be involved in the lives of my clients. I treasure the relationships I have with my clients. - Ryan Vogel, CFP®
Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country
Ryan Vogel is a Princeton, NJ fee-only financial advisor serving clients locally and across the country. Novi Wealth Partners provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ryan Vogel is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ryan Vogel is a CERTIFIED FINANCIAL PLANNER™ professional, Chief Planning Officer, and partner at Novi Wealth Partners. After graduating from Muhlenberg College, with a Bachelor of Arts degree in Business and a minor in History, Ryan chose to work for The Vanguard Group at their headquarters in Malvern, PA. During Ryan’s tenure at Vanguard, he served in several different client facing roles including investment education and High Net Worth client services.
Ryan joined Novi Wealth Partners in 2006. In addition to developing financial plans and communicating with his clients, Ryan leads the firm’s investment committee and is also responsible for overseeing performance reporting and trading operations.
Having spent over 15 years in the financial services industry, Ryan brings knowledge and experience in his approach to financial planning. During his time at Vanguard, Ryan discovered that the majority of individuals and families do not have a firm understanding of how to properly manage an investment portfolio. While Ryan valued his time at Vanguard, he was looking for the opportunity to develop more personal and long term relationships with clients. Ryan knows that money has the potential to tear apart relationships (families, marriages, friendships, etc.) He finds it tremendously rewarding to be able to relieve families of the burden associated with properly managing their finances. This allows people to enjoy their lives.
Growing up playing games and puzzles with his family, Ryan enjoys thinking through problems and seeing how different pieces fit together. As a person with a calm and even keeled personality, he is good at listening to people and providing thoughtful responses to their questions. Ryan feels that sound financial planning and financial management can truly make a difference in people’s lives and in the lives of their families.
Outside of the office, Ryan enjoys golfing and volunteering his time as President of the board of Trinity Counseling Service, a local non-profit which provides mental health care services. Ryan lives in Newtown, PA with his wife Meaghan, their two sons Reid and Reece, and his basset hound Luna.
Ryan Vogel 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.
Novi Wealth Partners was founded in 1998 under the name Private Wealth Management Group, as a Fee-Only™ comprehensive financial planning firm. We are located in Princeton, New Jersey and we service clients both locally and nationally. There are four CERTIFIED FINANCIAL PLANNER® practitioners in the firm, all of whom are members of the prestigious National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Novi Wealth Partners offers comprehensive financial planning, investment management, tax planning advice, retirement planning, estate planning advice, risk management advice and concierge level wealth management. We are committed to providing each of our clients a level of service as unique as they are and we are proud, as Fee-Only™ financial advisors, to offer unbiased financial expertise.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax 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
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Ryan Vogel 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.
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Ryan Vogel is a NAPFA AssociateThe 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.
Contact Ryan Vogel
Office Locations:
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512 Executive Dr
Princeton, NJ 08540
