A complete list of active advisors currently associated with DEL VAL Retirement and Investment Services Inc
Warmer can help you find a great advisor at DEL VAL Retirement and Investment Services Inc or one who fits your needs even better.
The firm provides discretionary asset management and financial planning to individuals, high-net-worth individuals, trusts, small businesses and estates. As of December 31, 2025 it reported about $1.9 million in discretionary assets across five client accounts and offers financial planning at no additional cost to its asset-management clients. Investment strategies are tailored to each client’s documented objectives and may draw on fundamental, technical, charting and cyclical analysis, with use of mutual funds, ETFs, options and fixed-income securities as appropriate. The firm generally operates with discretionary trading authority, performs quarterly account reviews, and requires clients to custody assets at a single institutional custodian. Noteworthy aspects include the firm’s very small client base and low total AUM combined with no stated account minimum and complimentary planning tied to managed accounts. The brochure also discloses the principal’s significant outside business activities (a construction project management role and a commercial real estate inspection business) and that the custodian relationship can generate soft‑dollar benefits, while the firm does not accept proxy-voting authority from clients.
To learn more about the advisors currently working at DEL VAL Retirement and Investment Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Doylestown, PA
| 12
|
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