Top financial advisors working with retirees 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.
When you’ve retired and are managing a fixed income, your financial decisions often focus on preserving capital and generating steady cash flow. A common mistake is underestimating how inflation and healthcare costs can erode your savings over time.
- Income sustainability. Ask how they plan withdrawals to balance your lifestyle needs with preserving your nest egg.
- Healthcare cost planning. Confirm they consider long-term care and medical expenses, which can rise unpredictably.
- Tax-efficient strategies. Look for advisors who integrate your income sources to minimize taxes in retirement.
- Estate considerations. Discuss how they approach passing assets to heirs while managing potential tax impacts.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher B
Series 66
Wilmington, DE
Steward Partners Investment Advisory, LLC
Christopher Buckley specializes in serving retirees in Wilmington, DE, with eight years of experience and a Series 66 designation. He works at Steward Partners Investment Advisory, a large firm managing over $28 billion, offering flat-fee and negotiable financial planning services tailored for high-net-worth clients, which distinguishes him from advisors with different fee structures or smaller client bases.
Experience: 8 years
Avg account: $831,870
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Joseph P
Series 63, Series 65
Wilmington, DE
LPL Financial
Joseph Petry's 34 years of experience and focus on retirement plans for business owners make him well-suited to address retirees' income sustainability and tax-efficient strategies in Wilmington, DE. Operating within LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he provides seasoned guidance that balances personalized service with extensive resources.
Experience: 34 years
Avg account: $399,489
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Marsha R
CFP®, Series 63, Series 65
Wilmington, DE
Cetera
Marsha Rubin's 31 years of experience and CFP® certification equip her to address retirees' needs in Wilmington, DE, focusing on wealth management and tax-loss harvesting. Her affiliation with Cetera, a large firm offering diverse portfolio management and fiduciary solutions, along with flexible flat-fee and hourly consulting options, distinguishes her from other advisors in the area.
Experience: 32 years
Avg account: $306,089
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Patricia S
Series 63, Series 65
Wilmington, DE
Cambridge Investment Research Advisors
Patricia Solge specializes in retirement income strategy and annuities, making her well-suited to help retirees in Wilmington, DE manage fixed incomes and plan for healthcare costs. With 37 years of experience and affiliation with Cambridge Investment Research Advisors, a large firm offering flat-fee options, she provides seasoned guidance that balances tax-efficient strategies and estate considerations.
Experience: 37 years
Avg account: $378,281
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Kelly W
CFP®
Wilmington, DE
Blue Rock Financial Group
Kelly Wilson specializes in retirement income strategy and general retirement planning, making her well-suited to help retirees in Wilmington, DE manage fixed incomes and plan for healthcare costs. Her firm, Blue Rock Financial Group, uses a low-cost, ETF-based investment approach and offers flat-fee financial planning, catering to high-net-worth clients with ongoing portfolio monitoring.
Experience: 4 years
Avg account: $980,018
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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.
Craig M
Series 63, Series 65
Columbia, SC
Capital Investment Advisory Services, LLC
Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.
Wesley P
Series 63, Series 66
Fort Worth, TX
Wells Fargo Clearing
Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Willie M
Series 63, Series 66
Cary, NC
Equitable Advisors
Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.
Hassan A
Series 65, Series 63
Rockville, MD
LPL Financial
Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.
Amanda S
Series 66
Ft. Wayne, IN
Raymond James & Associates
Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
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