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.