Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 63
Experience Industry experience
26 years
Location
Middletown, DE 19709
Wealthcare Advisory Partners LLC
Multi-team
Brian Ward is a CFA® charterholder with 26 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has held positions at Eagle Global Advisors, Carillon Fund Distributors, Inc., and Chartwell Investment Partners, among others. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing when appropriate.
Based on Wealthcare Advisory Partners LLC
Based on Wealthcare Advisory Partners LLC
Fixed fees based on expected effort and duration for financial planning engagements.
up to 1.85% annually (negotiable)
Certain Advisory Persons receive commissions for securities and insurance sales in their separate capacity; these commissions are separate from WCAP advisory fees.
$150 to $400 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees range from $150 to $400 per hour; fixed fees based on expected effort and duration; ongoing fees up to $15,000 invoiced quarterly in advance; ongoing asset-based consulting fees up to 1% of assets consulted on, paid quarterly in advance.
Middletown, DE
111 W. Main Street, Suite 200
Middletown DE 19709
Advisors at this office
1
Delaware
26 years of industry experience
WEALTHCARE ADVISORY PARTNERS LLC DBA Wealthcare Mid-Atlantic
2025 - Present • 1 year
Middletown, DE
WEALTHCARE ADVISORY PARTNERS LLC DBA Longford Wealth Management
2024 - 2025 • 1 year
Middleton, DE
Eagle Global Advisors
2023 - 2024 • 1 year
Houston, TX
Carillon Fund Distributors, Inc.
2022 - 2023 • 1 year
Middletown, DE
Chartwell TSC Securities Corp.
2017 - 2022 • 5 years
Pittsburgh, PA
Chartwell Investment Partners, LLC
2007 - 2023 • 16 years
Berwyn, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Elkton, MD
Baczkowski & Company
Joseph Baczkowski is a financial advisor at Baczkowski & Company, an independent firm where he has served as the sole adviser since 1998. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Sargent & Lundy LLC for 11 years. Baczkowski & Company provides portfolio management and financial advisory services to individual clients, focusing on discretionary management of a small client roster without minimum account balances. The firm uses publicly available research and a mix of securities, mutual funds, and ETFs to tailor diversified portfolios, with investment decisions monitored daily and trades timed using in-house forecasts.
CFP®
North East, MD
Five Rivers Financial Advisors, LLC
Benjamin Huber is a CFP® professional at Five Rivers Financial Advisors, LLC with seven years of industry experience. He has been with Five Rivers Financial Advisors since 2011. Five Rivers Financial Advisors manages approximately $52.6 million for a range of clients including individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm provides fee-based portfolio management and financial planning services, utilizing a tailored approach based on client objectives, time horizons, risk tolerance, and liquidity needs.
CFP®, Series 63, Series 66
North East, MD
Five Rivers Financial Advisors, LLC
Raymond Heidel is a Certified Financial Planner® with 25 years of industry experience. He has been with Five Rivers Financial Advisors, LLC since 1997. The firm manages approximately $52.6 million for individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small business entities, serving both high-net-worth and non-HNW clients. Five Rivers Financial Advisors provides fee-based portfolio management and financial planning services, utilizing a tailored approach based on client objectives, risk tolerance, and liquidity needs.
Series 66
Middletown, DE
Stirlingshire Investments
Candice Gilman is a financial advisor with Stirlingshire Investments and holds a Series 66 designation. She has 18 years of industry experience and has previously worked at firms including Sofi Wealth LLC, Coastal Investment Advisors, and Capital One Advisors. Stirlingshire Investments provides discretionary portfolio management and financial planning to individuals, trusts, and other entities with no firmwide account minimum. The firm employs a range of analytical methods and investment strategies, managing accounts on a discretionary basis and offering access to third-party and proprietary model strategies.
Series 63, Series 65
Middletown, DE
Brookwood Investment Group
Charles Trakas Jr. is a financial advisor at Brookwood Investment Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Redwood Private Wealth LLC and Virtue Capital Management, LLC. Trakas also owns and operates Trakas Insurance Agency and serves as managing director of Redwood Tax Specialists, in addition to working with National Gold Consultants. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and performs ongoing monitoring, due diligence, and implementation of various investment instruments.
Series 65
Middletown, DE
Corecap Advisors
Daniel Simon is a Series 65 licensed financial advisor with 15 years of industry experience. He is affiliated with Corecap Advisors and also serves as a Retirement Planning Advisor at Dan White & Associates, where he conducts educational seminars on retirement planning, required minimum distribution planning, and Social Security planning. His focus includes low-risk retirement strategies designed to generate guaranteed income and protect assets for retirees. Corecap Advisors provides discretionary investment and portfolio management services to individuals, high-net-worth clients, self-directed retirement plans, and institutional clients. The firm emphasizes a relationship-oriented, long-term investment approach involving mutual funds, ETFs, equities, bonds, and selective use of options, with access to multiple custodial platforms and third-party asset managers.
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