Our Story Our father, Frank Ciccarelli, was a pioneer in financial planning. He instilled his core values, guiding principles, and passion for finance into each of his children. In 1983, Ray Ciccarelli and Kim Ciccarelli Kantor – a brother and sister – founded Ciccarelli Advisory Services. While our business has grown tremendously over the past 33 years, we continue to be a family-owned, family-focused registered investment advisory firm. Frank’s legacy shapes our philosophy on wealth management. Today, our advisors have more than 200 years of combined wealth management experience. Our family’s financial expertise positively impacts our clients' lives - spanning four generations of client families across the United States. Ciccarelli Advisory Services unites members of the Ciccarelli family around a common goal: guiding you and your family towards your financial goals, and empowering you to focus on life’s real priorities.