Top business exit / sale strategy financial advisors in Dover, DE

Robert Kaehler is a financial advisor at Chapin Davis with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. Prior to joining Chapin Davis, he worked at Avantax Investment Services, Voca, LLC, and Hornor Townsend & Kent Inc, and he served in the U.S. Air Force for 24 years. From 2021 to 2024, he also held academic positions at Wilmington University and the University of Delaware. Chapin Davis serves individuals, trusts, retirement plans, corporations, and institutions by providing discretionary and non-discretionary investment management, wrap-fee programs, financial planning, and advisory consulting. The firm combines advisor-led portfolio management with third-party manager access and research resources while operating as both an SEC-registered investment advisor and a broker-dealer.

Peter Oldziey is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2001 and also worked at Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as treasurer for the Dover Interfaith Mission for Housing, a homeless shelter, and is involved with the Spiritual Assembly of the Baha'i of Dover as secretary. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with a range of strategies, providing tailored advisory services and specialized fiduciary consulting.

Christopher Smith is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked for 18 years. He is based in Dover, DE, and holds the Series 66 license. Outside of his advisory role, he has involvement in several real estate management ventures in Delaware and Maryland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Lynn Redding is a financial advisor at Merrill with a Series 66 designation and over 30 years of industry experience. She has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Clifford is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds the Series 66 designation and has worked within various PNC entities since 2015. He is based in Dover, Delaware. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering for employees. This program uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs, with portfolio management delegated to third parties.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Kristin Manna is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and has worked previously at Consolidated Planning Holdings, Inc. and Charleston County School District. Outside of her advisory role, she is an author and publisher of books including The Basketball Coach's Notebook and works as a math tutor for high school students. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.