Advisors at this firm
Tyler H
CFP®, Series 63
Lancaster, PA
Arx Private Wealth
Tyler Harris is a CFP® with six years of industry experience, currently serving as the sole advisor at Arx Private Wealth. He previously worked at RKL Wealth Management for seven years and The Vanguard Group, Inc. for six years. Arx Private Wealth offers discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other investment advisers, and family offices. The firm’s approach focuses on asset allocation and the use of third-party model portfolios and independent managers, combining family office offerings such as trustee oversight and bill-paying with access to private placements.
Haley S
CFP®, Series 63, Series 65
Lancaster, PA
Arx Private Wealth
Haley Schwartz is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Arx Private Wealth. Her prior roles include positions at RKL Wealth Management LLC and Pruco Securities LLC. She is Vice President of the American Business Women's Association, Penn Square Chapter, and a member of the Lancaster Estate Planning Council. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other investment advisers, and family offices. The firm emphasizes asset allocation and the use of third-party model portfolios and independent managers, offering a combination of family office services and access to private placements.
Maggie F
CFP®, Series 65
Lancaster, PA
Arx Private Wealth
Maggie Fisher is a CFP® and Series 65 credentialed advisor with four years of industry experience. She currently works at Arx Private Wealth, where she has been since 2026. Prior to this, she spent five years with RKL Wealth Management LLC and has held various roles outside finance, including positions at Sauder's Eggs and the PA Horticultural Society. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other advisers, and family offices. The firm focuses on asset allocation using third-party model portfolios and independent managers, combining long-term investment strategies with tactical short-term trades.
Joshua G
Series 65
Lancaster, PA
Arx Private Wealth
Joshua Guevin is a financial advisor at Arx Private Wealth in Lancaster, PA, holding a Series 65 designation with three years of industry experience. He previously worked at RKL Wealth Management LLC for five years and has held positions at Villanova University and the University of Valley Forge. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other advisers, and family offices. The firm focuses on asset allocation and third-party model portfolios, combining family office offerings such as trustee oversight and bill paying with access to private placements and independent managers.
Nikolas M
Series 63, Series 65
Lancaster, PA
Arx Private Wealth
Nikolas Madonis is a financial advisor at Arx Private Wealth with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RKL Private Wealth and Lloyds Bank Corporate Markets. Arx Private Wealth offers discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other investment advisers, and family offices. The firm emphasizes asset allocation and utilizes third-party model portfolios and independent managers, combining long-term purchase strategies with tactical short-term trades.