Ryan Kelly (AIF®, CFP®, CRPC®, EA)
Ryan Kelly focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Estate & Generational Planning Issues
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
Ryan Kelly, founder & CEO of Aries Financial Navigators, is a fee-only financial planner, investment manager, & tax professional based in Lititz, PA.
After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, Ryan went on to become a CERTIFIED FINANCIAL PLANNER™ professional, received the Chartered Retirement Planning Counselor™ 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.
Additional Information
I am a Lititz native and grew up in a family of 7. From a young age, I have always found satisfaction in a diligent work ethic and accomplishing any job to the best of my ability. From ages 12 to 16, I delivered the morning newspaper to homes in the Butterfly Acres and Libramont neighborhoods. Then, like many local teens, I worked at one of the area grocery stores & then at one of the many great retirement communities during my high school and college years.
My wife, Megan, and I live in Lititz with our son & are excited to be welcoming a daughter later this year. Outside of the world of financial planning, I enjoy running & participating in obstacle course races, spending time with family, & watching movies & live music.
NAPFA Start Date
December 30, 2015
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