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Ethan Edmund Lytle

Advisor at Candlelight Financial Solutions — Lincoln University, PA

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Lincoln University, PA

Candlelight Financial Solutions logo

Candlelight Financial Solutions

Supported

Total advisors

3

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Ethan Lytle is a financial advisor at Candlelight Financial Solutions with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked for 19 years at Lincoln University. He is also affiliated with Income and Estate Planning Partners P.A. Candlelight Financial Solutions is a newly formed registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and municipal entities. The firm focuses on customized investment policy statements, discretionary portfolio management using fundamental analysis and modern portfolio theory, and offers a free monthly newsletter.

Client services

Based on Candlelight Financial Solutions

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Based on Candlelight Financial Solutions

Options & derivatives strategies Real estate investing Wealth management College savings (529s, UTMA, etc.) Life insurance needs analysis

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Fee options

Fixed

Negotiated fixed fee between $500 and $15,000 for financial planning

Percentage

$0 - $249,999: 1.25% $250,000 - $749,999: 1.00% $750,000 - $999,999: 0.90% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.60% $3,000,000+: 0.50%

Project-based

Negotiated hourly fee between $200 and $750

Location

Lincoln University, PA

Lincoln University PA

Advisors at this office

3

Most active in

Delaware · Pennsylvania

Work history

< 1 year of industry experience

Candlelight Financial Solutions

2026 - Present • 1 year

Lincoln University, PA

Income and Estate Planning Partners P.A.

2025 - Present • 1 year

Newark, DE

Lincoln University

2007 - 2026 • 19 years

Lincoln University, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Paul Kobilka is a CFP® and ChFC® with 12 years of industry experience. He is the principal advisor at Altruistic Advisor LLC, an independent firm he has been with since 2024. Prior to this, he worked at Brookstone Wealth Advisors, LLC and Mercer Global Advisors Inc. Paul has also owned and managed a rental property business since 1998. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm utilizes diversified, low-cost mutual funds and ETFs, applying fundamental and technical analysis along with artificial intelligence decision-support tools, and offers distinctive ERISA-focused retirement plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Michael K

CFA®, Series 63, Series 65

Landenberg, PA

WHTG Wealth Management, LLC

Michael Kwiatkowski is a CFA charterholder and financial advisor with two years of industry experience. He is the principal of WHTG Wealth Management, LLC, an independent firm he founded in 2025. Prior to establishing WHTG, he worked for eight years at The Board of Pensions - PC USA. In addition to his advisory role, he is a licensed insurance professional who dedicates a portion of his time to insurance sales. WHTG Wealth Management provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a long-term investment approach that includes fundamental and cyclical analysis to build diversified portfolios of low-cost mutual funds, ETFs, individual bonds, and occasionally closed-end funds and cryptocurrency ETFs.

Private / alternative investments Tax-loss harvesting Wealth management
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Kevin C

CFP®, ChFC®, Series 63, Series 65

Coatesville, PA

Buckler Wealth Management, LLC

Kevin Cornish is a CFP® and ChFC® with three years of experience in the financial industry. He is the principal advisor at Buckler Wealth Management, LLC, where he has worked since 2025. Prior to this, he managed Cornish Family Office Investments and Tax for over two decades. Buckler Wealth Management, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and comprehensive financial planning. The firm combines passive and active strategies based on modern portfolio theory and offers educational seminars, newsletters, and discretionary trading tailored to client needs, including socially conscious investment options.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance
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Alexander E

Series 66

Coatesville, PA

Ace Wealth Management, llc

Alexander Eschborn is the sole advisor at Ace Wealth Management, LLC, an independent firm based in Coatesville, PA. He holds a Series 66 designation and has 18 years of industry experience. Since 2007, he has managed client portfolios at Ace Wealth Management and also holds a Pennsylvania insurance producer license, providing insurance services as part of his client offerings. Ace Wealth Management serves individuals, high-net-worth clients, and pension or profit-sharing plan clients with ongoing portfolio management and financial planning. The firm’s investment approach combines client-specific Investment Policy Statements with fundamental and technical analysis, using third-party research and employing both discretionary authority and a range of trading strategies.

Options & derivatives strategies
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Bryan S

Series 65

Coatesville, PA

Stirling Investment Management

Bryan Stirling is the sole advisor at Stirling Investment Management, holding a Series 65 credential with less than one year of experience in financial advising. His prior work history includes positions at Nimbl Digital and Amerihealth Caritas. Bryan operates an independent advisory firm based in Coatesville, Pennsylvania. Stirling Investment Management provides fee-based, customized investment advisory services to a variety of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical asset-allocation strategy combined with fundamental analysis, offering non-discretionary portfolio management where clients approve all trade recommendations.

Active portfolio management Options & derivatives strategies Private / alternative investments
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John G

Series 65

Hockessin, DE

Kendall James Advisors

John Gulli is a financial advisor at Kendall James Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at John Paul Gulli since 2006. Kendall James Advisors provides discretionary portfolio management focused on equity-oriented portfolios for qualified clients. The firm employs a value-oriented investment approach based on fundamental analysis and manages accounts on a discretionary basis, offering ongoing supervision, rebalancing, and performance reporting.

Active portfolio management
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