Donald W. Nicholson

Donald W Nicholson & Associates, Ltd.

Founder

Donald W. Nicholson

Donald W Nicholson & Associates, Ltd.

Founder

It's not about salesmanship. It's about stewardship. - Donald W. Nicholson

(302) 529-1500

Fee-Only Financial Planner Located in Wilmington, DE, Serving Clients in Delaware, Pennsylvania & Throughout the Mid-Atlantic States

Donald Nicholson, Sr. is a Wilmington, DE fee-only financial planner serving clients in Delaware, Pennsylvania and throughout the Mid-Atlantic states. Donald W Nicholson & Associates, Ltd. provides comprehensive financial planning and investment management to help families and business owners to organize, grow and protect their assets. As a fee-only financial advisor and a fiduciary, Donald Nicholson, Sr. provides unbiased and trustworthy financial advice. His approach is Stewardship not Salesmanship.

Don Nicholson Speaks with Pam Krueger at the Advisor Thought Leader Summit


A nationally recognized leader in his field, Don Nicholson. Sr. has kept his finger on the pulse of the financial services sector for more than 40 years. He has been interviewed on wealth management matters for The New York Times, The Wall Street Journal, Fortune, USA Today and The News Journal.

The New York native knew at an early age that he wanted to be an entrepreneur. One of five children, he earned an academic scholarship to a college in the mid-Atlantic area and worked in Jersey Shore restaurants during the summers to make money. After graduating with a marketing degree from the University of Baltimore, he married his wife, Lynn, and entered the financial advising field. He started his own company in 1987.

Don is known for his integrity, professionalism and commitment to the industry. He is the former president and chairman of the Philadelphia Tri-State Chapter of the Financial Planning Association and served as the national chairman of the Alliance Forum for the Financial Planning Association. A member of the Delaware Banker’s Association, he is also on the board of the Malvern Retreat League and the Estate Planning Council of Delaware.

When Don is not working with clients, he’s spending time at the shore with his wife Lynn, on the tennis courts or with his three children and nine grandchildren.

Donald Nicholson is Regularly Quoted in Financial Publications

Honors & Awards

  • Honored as one of Worth Magazine’s Top 250 Wealth Advisors
  • Recognized in Philadelphia Magazine as a FIVE STAR Wealth Manager
  • Recognized in Delaware Today as a FIVE STAR Wealth Manager
  • Recognized by Wealth Manager Magazine as one of the country’s Top Investment Advisory firms
  • Listed in Consumers’ Research Council of America publication: “Guide to America’s Top Financial Planners”
  • Top Wealth Manager- As published in Bloomberg Wealth Manager

Donald W. Nicholson 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.

Donald W. Nicholson & Associates, Ltd. serves the financial needs of individuals and small businesses. We provide financial advice to a wide range of clientele. Second and third generation clients are now coming through our office. It is very rewarding to give advice to the children of long standing clients who once received their advice as young investors themselves.

Donald W. Nicholson & Associates, Ltd. specializes in wealth management, retirement planning and comprehensive financial planning. Our philosophy takes a Holistic approach, looking at all aspects of a client’s personal life and financial needs to create a custom-tailored financial plan. This plan is the blueprint to the client/planner relationship. We also emphasize working with a team of professionals who specialize in their respective fields.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax 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

Contact Donald W. Nicholson

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Office Locations:

  • 1403 Silverside Rd
    Ste B
    Wilmington, DE 19810

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