A complete list of active advisors currently associated with Delaware Advisory Group, Inc.

Warmer can help you find a great advisor at Delaware Advisory Group, Inc. or one who fits your needs even better.

Delaware Advisory Group serves individuals, high-net-worth clients, and business entities by acting as a co-adviser on a platform managed by Flexible Plan Investments, LTD and by providing financial planning and hourly consulting services. The firm does not directly manage client assets or sponsor wrap-fee programs; account management and custody are handled through the co-adviser and its designated custodian. The firm’s process centers on documenting client objectives, conducting suitability analyses, assisting with account paperwork, and monitoring the co-adviser’s strategies and performance on an ongoing basis. It also prepares comprehensive financial plans and offers topic-specific consultations, updating plans on request or as client circumstances change. Noteworthy aspects include an affiliation with insurance and tax/estate-planning businesses and acceptance of external compensation for insurance products, which the brochure identifies and says is mitigated through disclosures and fiduciary procedures. The firm operates at a very small scale (one advisor with a handful of clients) and emphasizes a consultative, co-advisory model rather than direct portfolio management.

To learn more about the advisors currently working at Delaware Advisory Group, 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.