Deller Wealth Management
Owner, CERTIFIED FINANCIAL PLANNER™
Deller Wealth Management
Owner, CERTIFIED FINANCIAL PLANNER™
Are you ready to be treated like a person, rather than a product? Lets have a conversation. As a Fee-Only Fiduciary Financial Planner, your best interest is at the core of everything I do. - David Deller, AAMS®, CFP®
Fee-Only financial planner located in Royal Oak, MI, serving clients locally and across the country
David Deller is a Royal Oak, MI fee-only financial planner. Deller Wealth Management provides comprehensive financial planning, estate planning, and education planning to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Deller is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
David Deller manages the finances for a group of families and business owners in Oakland County, Michigan. His expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations, life insurance, charitable giving, and Medicare resources. He prioritizes meaningful personal relationships and provides honest advice.
David attended Central Michigan University where he earned his Bachelor’s degree majoring in Personal Financial Planning. After graduation, he gained experience working as a financial advisor for two Fortune 500 firms over seven years before opening his independent practice, Deller Wealth Management, in 2018.
Clients deserve personalized solutions from professionals they know and trust. David’s focus is getting to know you and your family financially in order to understand your goals. He provides a tailored approach to best meet your financial objectives. David is dedicated to providing the latest technology and resources to his clients in an endeavor to create an ideal client experience. “How can I help? It’s a simple but powerful question. I’d love to hear your story, learn who you are and how I can help.”
David Deller 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.
Owner and wealth manager David Deller is a Board Certified Financial Planner™ and Accredited Asset Management Specialist (AAMS®). He has a Bachelor's Degree in Personal Financial Planning from Central Michigan University. He gained experience working for two Fortune 500 firms; Edward Jones and Raymond James. David opened Deller Wealth Management in 2018 to offer transparent fee-only planning, best in class technology, and custom portfolio solutions to clients.
Deller Wealth Management offers Comprehensive Financial Planning to clients throughout Oakland County, Michigan
Wealth Management Services We Offer:
- Investment Advisement
- Risk Management
- Education Planning
- Longevity Planning
- Social Security Planning
- Estate Planning
- Tax Consultation
- Life Insurance
- Charitable Giving
- Medicare Resources
COMPREHENSIVE FINANCIAL PLANNING – WHAT TO EXPECT
Clients deserve personalized solutions from professionals they know and trust. At Deller Wealth Management, our focus is getting to know you and your family financially in order to understand your goals. We provide a tailored approach to best meet your financial objectives. We are dedicated to providing the latest technology and resources to clients in an endeavor to create an ideal client experience. The process includes:
- Establishing and defining our professional relationship
- Gathering your financial data
- Analyzing and evaluating your financial status
- Developing and presenting your personalized financial planning recommendations
- Implementing these recommendations
- Ongoing monitoring to make sure your goals are on track
We will spend time with you to determine what your level of risk is with investing and design a personalized portfolio strategy for you reflecting this information. Together we will build a custom communication schedule to maintain regular contact and address the areas of financial planning that matter to you. All comprehensive financial planning clients are given David’s personal cell phone number so he’s accessible when you need him most.
Deller Wealth Management believes advice is best paid for on a fee-only basis. We designed our fees to be transparent and easily fit into your monthly or quarterly budget.
Let's start a conversation today
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
David Deller is a NAPFA-Registered Financial Advisor
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.
David Deller is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
David Deller is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
David Deller is an Accredited Asset Management Specialist
Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
David Deller is Quoted in ThinkAdvisor: "16 Big Estate Planning Mistakes Clients Make: Advisors’ Advice"
David Deller is Mentioned in InvestmentNews: "Advisers on the Move"
Deller Wealth Management Named to Yelp's List of Best Wealth Management in Detroit, MI
David Deller is Quoted in Investor's Business Daily: "Use Client Onboarding Checklist To Smooth The Transition"
Contact David Deller
418 N. Main St. Suite 200
Royal Oak, MI 48067