Top financial advisors working with established professionals in Wilmington, 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.
You might seek an advisor if you're an established professional managing complex income streams or planning significant financial transitions. A common pitfall is working with someone who overlooks how your career stage affects your financial priorities and risks.
- Career phase insight. Confirm they understand how your current professional status shapes your financial goals and challenges.
- Income complexity management. Ask how they handle multiple income sources, including bonuses, deferred compensation, or business earnings.
- Long-term risk planning. Ensure they consider risks unique to established careers, like career interruptions or changing job markets.
- Tax environment awareness. Wilmington's lack of state sales tax can influence your spending and retirement plans; see how they incorporate this into advice.
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 established professionals in Wilmington, DE, with his 18 years of experience and specialties in retirement and business succession planning. His firm offers fee-based advisory services with negotiable fees up to 2.5% annually, focusing on high-net-worth clients and personalized asset allocation, distinguishing him from others by combining comprehensive planning with flexible fee structures.
Experience: 18 years
Avg account: $466,894
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Anthony P
ChFC®, Series 63, Series 65
Wilmington, DE
AJP Financial Services, LLC
Anthony Passerini brings 54 years of experience and specializes in serving established professionals in Wilmington, DE, with expertise in business sale tax planning and estate guidance. His independent firm offers flat-fee financial planning ranging from $13,000 to $50,000, catering to high-net-worth clients and utilizing modern portfolio theory for investment management, distinguishing him from advisors with less comprehensive fee structures or narrower service scopes.
Experience: 54 years
Avg account: $1,261,333
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Kevin D
CFP®, Series 63, Series 65
Wilmington, DE
Merrill
Kevin Draggoo's extensive 40 years of experience and CFP® certification equip him to address the complex financial needs of established professionals in Wilmington, DE, including managing wealth and retirement income strategies. His affiliation with Merrill, a large firm, and focus on values-based investing and social responsibility distinguish him from others, while his tailored approach and involvement in local community organizations add a personalized touch.
Experience: 40 years
Avg account: $860,085
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Sean H
CFP®
Hockessin, DE
Mercer Global Advisors Inc.
Sean Heidig, a CFP® with Mercer Global Advisors in Hockessin, DE, specializes in serving established professionals, including founders and executives, with expertise in private investments, options strategies, and concentrated stock management. His firm emphasizes globally diversified, risk-appropriate portfolios and offers flat-fee structures, catering to high-net-worth clients seeking comprehensive retirement and investment planning.
Experience: 4 years
Avg account: $2,214,259
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Eric L
CFA®, Series 63, Series 65
West Chester, PA
CW Advisors, LLC
Eric Lanshe's 26 years of experience and CFA designation equip him to address the complex financial needs of established professionals near Wilmington, DE. His firm, CW Advisors, employs a core-and-satellite investment approach with ESG and alternative investments, serving high-net-worth clients through flat-fee, project-based financial planning, distinguishing him from advisors with different fee structures or investment focuses.
Experience: 26 years
Avg account: $2,241,132
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Nicholas M
Series 63, Series 66
Wilmington, DE
J.P. Morgan Securities
Nicholas Mc Glynn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with Wm Financial Services, Inc. since 2004. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions to deliver its services.
Douglas B
Series 66
Wilmington, DE
Citigroup Global Markets
Douglas Batten is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2011. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and complex market roles.
Steven H
Series 65
Wilmington, DE
Riversedge Advisors
Steven Hutchison is a financial advisor at RiversEdge Advisors with a Series 65 credential and three years of industry experience. Prior to joining RiversEdge, he spent 11 years at The Siegfried Group. He is also a partner at RiversEdge Business Services, a public accounting firm. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s approach is based on modern portfolio theory and utilizes ETFs, independent managers, and technology integrations to manage client strategies.
Kelly W
CFP®
Wilmington, DE
Blue Rock Financial Group
Kelly Wilson is a CFP® professional with four years of industry experience, currently advising at Blue Rock Financial Group in Wilmington, DE. Prior to joining the firm, Kelly held roles at Dravo Bay LLC and had brief engagements with the American Heart Association and Hockessin Athletic Club. Blue Rock Financial Group serves individuals, families, trusts, businesses, and retirement plans, offering investment management and financial planning services. The firm emphasizes a low-cost, ETF-based investment approach rooted in modern portfolio theory and integrates financial planning with ongoing portfolio monitoring.
Michael B
PFS™
Wilmington, DE
Cetera
Michael Boyer is a financial advisor at Cetera with the PFS™ designation and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and operates his own CPA firm specializing in individual and small business tax returns. Outside of financial advising, he serves as CFO of Ferris Home Improvements, a local company focused on home renovation projects. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and employs a multi-manager platform that includes affiliated and unaffiliated third-party managers.
Sally H
Series 63, Series 65
New York, NY
Seasons of Advice Wealth Management
Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.
Jace H
CFP®, Series 63, Series 66
Rockwall, TX
Rockwall Wealth Management
Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.
Jeffrey M
CFP®, ChFC®, Series 66
Greenville, DE
Investment Management & Planning LLC
Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.
Charles P
CFP®, Series 63, Series 65
San Rafael, CA
WealthSpire Advisors
Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.
Daniel E
CFP®
Philadelphia, PA
Wescott Financial Advisory Group LLC
Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.
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