Top 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.
You might be considering financial advisors in Delaware because you're navigating complex local tax rules or planning for retirement in a state with unique financial regulations. Choosing an advisor unfamiliar with Delaware's specific tax environment can lead to missed opportunities or unexpected liabilities.
- State-specific tax knowledge. Confirm how they incorporate Delaware's tax laws into your overall financial plan to avoid surprises.
- Retirement income planning. Ask how they manage income streams considering Delaware's tax treatment of pensions and Social Security.
- Investment strategy alignment. Ensure their approach reflects Delaware's economic landscape and your personal goals.
- Fee structure clarity. With many advisors offering flat-fee models here, understand how their pricing aligns with the services you need.
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's expertise in general retirement planning and tax strategies for small businesses equips him to navigate Delaware's unique tax environment effectively. With 18 years of experience, CFP® and ChFC® designations, and a focus on high-net-worth and established professionals, he offers fee-based advisory services with negotiable fees up to 2.5% AUM or $175 hourly, emphasizing personalized asset allocation and ongoing account supervision.
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 planning in Delaware, leveraging his 19 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting. Operating from Lewes, DE with LPL Financial, a large firm, he offers flat-fee financial planning and consulting services, which may appeal to clients seeking transparent pricing and comprehensive support from a CFP®-certified advisor.
Experience: 19 years
Avg account: $399,489
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Amina G
Series 65, Series 66
Elsmere, DE
OSAIC
Amina Gilchrist's 24 years of experience and Series 65 and 66 credentials equip her to navigate Delaware's unique tax and retirement planning landscape, especially with her expertise in annuities and insurance products. Operating within OSAIC, a large SEC-registered firm, she offers flat-fee financial planning and consulting services, providing flexibility and access to diverse investment strategies, which may appeal to clients seeking structured fees and broad advisory resources in Delaware.
Experience: 24 years
Avg account: $398,336
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John S
Series 66
Philadelphia, PA
UBS Financial Services
John Santoro's 18 years of experience and expertise in general retirement planning and equity compensation tax strategy equip him to navigate Delaware's complex retirement and tax landscape effectively. Based in Philadelphia with UBS Financial Services, a large firm serving high-net-worth clients, he offers fee-based financial planning and portfolio management, combining institutional trading with tailored investment strategies, which may differ from advisors focused solely on local Delaware markets.
Experience: 18 years
Avg account: $693,691
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Vincent C
Series 63, Series 65
Greenville, DE
Janney Montgomery Scott
Vincent Crognale's 30 years of experience and expertise in ESG investing and tax-loss harvesting equip him to navigate Delaware's unique tax environment effectively. Operating from a large firm, Janney Montgomery Scott, he offers flat-fee options and serves high-net-worth clients, distinguishing him with access to extensive resources and a multi-channel investment platform tailored for complex financial needs.
Experience: 30 years
Avg account: $406,735
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