Top financial advisors in Delaware
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Delaware means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what the advisor does day-to-day. An advisor experienced with retirement planning might not be the best fit if you need help with real estate investments or tax strategies.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- In-person vs. remote. Decide if you want to meet face-to-face or are comfortable working virtually, and check how the advisor handles communication.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In larger firms, find out who else on the team would support you if needed.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeffrey M
CFP®, ChFC®, Series 66
Greenville, DE
Investment Management & Planning LLC
Jeffrey Macdonald is well-equipped to assist with financial needs in Delaware, specializing in general retirement planning, business succession, and tax strategies for small businesses. With 18 years of experience and CFP® and ChFC® certifications, he serves high-net-worth and established professionals through his independent firm, Investment Management & Planning LLC, offering negotiable fees and personalized portfolio management using LPL-sponsored platforms.
Experience: 18 years
Avg account: $466,894
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Bradley T
CFP®, Series 63, Series 65
Lewes, DE
LPL Financial
Bradley Travis Jr. is well-equipped to assist with financial needs in Delaware, offering expertise in wealth management, retirement plans for business owners, college savings, and tax-loss harvesting. His 19 years of experience and CFP® certification, combined with a flat-fee structure and affiliation with the large firm LPL Financial, provide a broad range of investment solutions and support compared to smaller or commission-based advisors.
Experience: 20 years
Avg account: $399,489
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Amina G
Series 66, Series 65
Elsmere, DE
OSAIC
Amina Gilchrist's 24 years of experience and expertise in annuities make her well-suited for clients seeking financial advisors in Delaware with a focus on insurance products and retirement planning. Operating within OSAIC, a large SEC-registered firm, she offers flat-fee and negotiable AUM fee structures, serving a diverse clientele including individuals and pension plans, which distinguishes her from advisors in smaller firms or with narrower service scopes.
Experience: 24 years
Avg account: $398,336
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Vincent C
Series 63, Series 65
Greenville, DE
Janney Montgomery Scott
Vincent Crognale is well-equipped to assist clients in Delaware with sustainable investing and tax-loss harvesting, leveraging his 30 years of experience and Series 63 and 65 designations. Operating within Janney Montgomery Scott, a large firm managing over $100 billion in assets, he offers flat-fee options and serves high-net-worth individuals, providing access to extensive resources and a broad range of financial services compared to smaller firms.
Experience: 30 years
Avg account: $406,735
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Giorgio A
Series 66
Wilmington, DE
J.P. Morgan Securities
Giorgio Athans is equipped to assist with wealth management needs in Delaware, leveraging 11 years of industry experience and a Series 66 designation. Operating within the large firm J.P. Morgan Securities, he offers a 0.30% annual fee on assets under management and serves executive and founder/business owner clients, providing access to institutional consulting and comprehensive investment services not typically available from smaller firms.
Experience: 12 years
Avg account: $318,381
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