Mike Staman
CAP®, CFP®, MSPFP
Delaware Financial Planning
Financial Advisor
Mike Staman
CAP®, CFP®, MSPFP
Delaware Financial Planning
Financial Advisor
My goal is to align your finances with what lies ahead, so you can keep the focus on what’s important. - Mike Staman, CAP®, CFP®, MSPFP
Fee-Only financial planner located in Newark, DE, serving clients locally and across the country
Mike Staman is a Newark, DE fee-only financial advisor serving clients locally and across the country. Delaware Financial Planning provides comprehensive financial planning to help late-stage professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mike Staman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mike Staman is the Founder and Financial Advisor at Delaware Financial Planning.
I founded Delaware Financial Planning to build the firm that I would hire if I was looking for an advisor. Flat, transparent pricing, and an emphasis on controlling the things that matter through deep-dive financial planning. A place to turn when you have financial questions but don't want to be sold any products. I’m applying 25+ years of experience to a select number of families, helping them maximize their financial situation.
I have expertise in retirement, tax, and estate planning, and especially enjoy helping with charitable giving. Focusing on mid to late-stage professionals looking to retire or reach financial independence in the next 5-10 years, my goal is to add massive value and improve the lives of the families I'm honored to serve.
Visit my website for more details and schedule an introduction, or just give me a call or send me a note at Mike@del-finplan.com. I look forward to talking with you!
Delaware Financial Planning Offers Financial Clarity to Ease Your Mind and Reach Your Goals
Flat-Fee and Advice-Only financial planning to align your financial decisions with what is most important to you.
Serving professionals looking to reach financial independence in the next 5-10 years.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Tax and Estate Planning
- Philanthropy
- Investment Guidance
- Employee Stock Plans and Benefits
Ideal Clients
- Mid to Late-Stage Corporate Professionals
- Retirees and Near Retirees
- Growing Families
- "DIY" Investors
Working Together
- Clearly Defined "Flat" Fees
- Complimentary Initial Consultation
- Virtual Meetings
- No Product Sales
Professional Designations & Affiliations
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Mike Staman 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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Mike Staman Holds the Chartered Advisor in Philanthropy® (CAP®) DesignationThe Chartered Advisor in Philanthropy® (CAP®) provides qualified financial professionals with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders are part of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.
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Mike Staman holds a Master's in Personal Financial Planning (MSPFP)The Master of Science Degree Program in Personal Financial Planning from the College for Financial Planning offers financial planners an opportunity to expand their knowledge beyond typical credentials. The curriculum is based on a client-centered, problem-solving method using case studies to provide a hands-on approach to the material. Planners may either choose a traditional pathway or a client psychology and communication pathway. Regardless of the path, degree earners have successfully completed 30 semester credits.
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Mike Staman is a Member of the XY Planning NetworkThe 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.
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Mike Staman is the Chairman of the Board for New Castle County Head Start, Inc.
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Mike Staman Serves on the Grans Committee for the Delaware Community Foundation™
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Mike Staman is a Member and Past Treasurer of the Rotary Club of Wilmington, DE
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Mike Staman is Mentioned in Delaware State NewS: "DCF members earn CAP designations, will support others"
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Mike Staman is Mentioned in the Cape Gazette: "Share: Delaware Community Foundation members earn professional designation"
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Mike Staman Participated as a Panelist for the Society of Financial Services Professionals Delaware Chapter Virtual Event: "Industry Update Amid the COVID-19 Crisis"
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Mike Staman is a Member of the Society of Financial Service Professionals
Contact Mike Staman
Office Locations:
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By Appointment and Virtual
Newark, DE 19711
