Aries Financial Navigators
Life is an Adventure. The right guide can make all the difference in the experience of reaching your destinations.
Aries Financial Navigators is a family office style boutique wealth management firm based in Lititz, PA servicing clients in the Philadelphia, Lancaster, & Harrisburg 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, in-depth tax planning, preparation & tax-efficient withdrawal strategies.
Founded on the 4 core values of Integrity, Improvement, Grit, & Adventure, our mission is to enhance the lives of hard-working citizens through the power of financial planning.
To us, serving as a “fiduciary” and working “in your best interest” means leveraging our collective resources in experience, knowledge & skills, as well as those of a broader community of fee-only, fiduciary advisers & other professionals, and then applying those resources to each individual client with their goals in mind.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.