Anthony Salotto
CFP®, EA
Delphinus Financial Advisors, LLC
Founder and Principal Advisor
Anthony Salotto
CFP®, EA
Delphinus Financial Advisors, LLC
Founder and Principal Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Anthony Salotto, CFP®, EA
Fee-Only Financial Advisor serving the Mansfield, Foxboro, and Greater Boston, MA area
Anthony Salotto is a Mansfield, MA fee-only financial planner. Delphinus Financial Advisors, LLC provides comprehensive and objective financial planning, investment management, and tax planning and preparation to help individuals, couples, and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anthony Salotto is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Anthony Salotto founded Delphinus Financial Advisors, LLC after more than 20 years leading and managing international software development teams. This prior experience included senior and VP-level technology roles at companies ranging from “dot-com” startups to Fortune 500 giants. Despite successfully growing his career in technology, Anthony became determined to use his skills and experience to help individuals and families improve their lives rather than help corporations improve their bottom lines. With a long-term interest, passion, and energy around personal finances, and after many years of informally advising friends and family on all things financial, the creation of Delphinus Financial Advisors, LLC was a natural decision.
Anthony has a Certificate in Financial Planning from Boston University, an MS in Software Development & Management from Rochester Institute of Technology, and a BA in Chemistry from the University of Rochester. Anthony is an active member of the Alliance of Cambridge Advisors (ACA), a national network of financial advisors focusing on holistic planning strategies, as well as the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning, where he regularly participates in NAPFA Mass Study Group meetings.
Anthony lives in Norton, Massachusetts with Lori, his wife of 25 years. They have two children, Stacey, a professional opera stage manager, and Ross, a doctoral student in physical therapy.
Anthony Salotto is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Taking the Worry Out of Your Financial Future Is Our Only Goal
Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.
Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- Tax Planning and Preparation
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Anthony Salotto is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Anthony Salotto is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
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Anthony Salotto is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Anthony Salotto is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Anthony Salotto is a Member of the National Association of Tax Professionals (NATP)The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals. NATP members are industry leaders who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations.
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Delphinus Financial Advisors, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Anthony Salotto
Office Locations:
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56 Pratt Street
Mansfield, MA 02048
