Top financial advisors working with high-net-worth individuals in Seaford, DE
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.
If you have significant assets and are looking to preserve and grow your wealth, working with a high-net-worth advisor can help you navigate complex financial decisions. Without focused expertise, it's easy to overlook tax strategies or investment options that suit your unique financial profile.
- Comprehensive wealth planning. Look for advisors who integrate investment, tax, and estate considerations to align with your long-term goals.
- Tax-efficient strategies. Confirm how they approach minimizing taxes, especially given Delaware's lack of state sales tax, which can impact your purchase and retirement plans.
- Customized investment approach. Ask how they tailor portfolios to your risk tolerance and financial objectives, rather than using generic models.
- Coordination with other professionals. Ensure they work closely with your accountants and attorneys to keep your financial plan cohesive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Albert A
Series 66
Millsboro, DE
Equitable Advisors
Albert Antlitz specializes in retirement income strategy and Social Security optimization, making him well-suited for high-net-worth Baby Boomers near Seaford, DE. Working with Equitable Advisors, a large firm offering tailored financial planning and asset management through a hybrid advisory and brokerage model, he provides flexible fee structures and integrates diverse services to address complex wealth management needs.
Experience: 5 years
Avg account: $570,841
-
Dorothy B
Series 63, Series 65
Salisbury, MD
Riverview Asset Management, Inc.
Dorothy Burke specializes in wealth management for high-net-worth clients, offering discretionary portfolio management with a blended analytical approach that combines technical and fundamental methods. Based in Salisbury, MD, she provides access to diverse investment products like equities, fixed income, and ETFs, charging a 1.25% AUM fee, which may differ from other advisors closer to Seaford, DE.
Experience: 4 years
Avg account: $755,425
-
Loren E
Series 63, Series 65
Millsboro, DE
Wells Fargo Clearing
Loren Evans offers extensive expertise for high-net-worth clients near Seaford, DE, backed by 48 years in the industry and a role as co-trustee of a family trust. His affiliation with Wells Fargo Clearing provides access to IPS-driven investment strategies and a wide range of financial products, including insurance and bank deposit options, distinguishing him from advisors with less comprehensive firm resources.
Experience: 49 years
Avg account: $475,575
-
Chantal M
Series 63, Series 65
Millsboro, DE
UBS Financial Services
Chantal Moyer at UBS Financial Services is equipped to assist high-net-worth individuals near Seaford, DE, with 14 years of experience and specialties in retirement planning, cash flow, and equity compensation tax strategies. UBS's large-firm resources offer integrated financial planning and proprietary research, providing tailored investment strategies that differentiate her from advisors with smaller firm support or less comprehensive service offerings.
Experience: 15 years
Avg account: $693,691
-
Joshua T
Series 63, Series 65
Salisbury, MD
Capitol Securities Management, Inc.
Joshua Thomas offers expertise suited for high-net-worth individuals near Seaford, DE, with 15 years of experience and credentials including Series 63 and 65. His firm, Capitol Securities Management, provides comprehensive financial planning, pension consulting, and access to managed accounts, operating on a flat-fee and hourly fee structure, which may appeal to clients seeking transparent pricing and tailored investment advisory services.
Experience: 15 years
Avg account: $437,788
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Seaford, DE
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")