What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Delaware area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Delaware Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Burt Hutchinson
CPA, CFP®
Foundation Wealth Management, LLC
Wilmington, DE
Specialties: Retirement Planning, Tax Efficient Distribution Strategies, Investment Management, Tax Minimization Strategies, Charitable Giving Strategies
GUIDANCE FOR THE THREE STAGES OF RETIREMENT: Our wealth management firm with offices in, Media, PA, Wilmington and Rehoboth Beach, DE, specializes in working with you through the three stages of retirement: Uncertainty, Stability, Reflection
Mike Staman
CAP®, CFP®, MSPFP
Delaware Financial Planning
Newark, DE
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax and Estate Planning, Philanthropy, Investment Guidance, Employee Stock Plans and Benefits
Advice-only, flat-fee financial planner located in Newark, DE- serving clients in Delaware, Chester County PA, and across the country.
Richard Jakotowicz
CFA®, CFP®, MSF
Benchmark Financial, LLC
Greenville, DE
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Estate Planning
Fee-Only financial planner located in Greenville, DE, serving clients locally and across the country
Scott Brown
CPA/PFS
Savant Wealth Management
Dover, DE
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
James H. Lee
CFA®, CMT®, CFP®
StratFI
Wilmington, DE
Specialties: Investment Management, Retirement Income Planning
Award-winning futurist and strategist. Author of "Foresight Investing: A Complete Guide to Finding Your Next Great Trade".
Raymond Book
CPA/PFS, MS
Savant Wealth Management
Lewes, DE
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Robert Jeter
CFP®, CRPC™
Back Bay Financial Planning & Investments, LLC
Bethany Beach, DE
Specialties: Comprehensive Financial Planning, Personalized Retirement Roadmap, Investment Management, Tax-Smart Planning, Estate & Legacy Coordination
Fee-Only financial planner with expertise in helping you retire at the beach. I am located in Bethany Beach, DE but serve clients locally and across the country.
John Melasecca III
CFP®
Clariti Wealth Advisors
Wilmington, DE
Specialties: Comprehensive Financial Planning, Investment Guidance, Retirement Income Planning, Wealth Planning, Estate Planning, Tax Strategies, Charitable Giving
Since 1983, our mission has been to help clients navigate all aspects of their financial lives. We are a A Fee-Only wealth management firm located in Wilmington, DE, serving clients locally and across the country
Steven Calio
CFP®, CPFA®
CSG Financial
Dover, DE
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Planning, Retirement Plan Management
Fee-Only financial planner located in Dover, DE, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
