A complete list of active advisors currently associated with Delaware Financial Planning, LLC

Warmer can help you find a great advisor at Delaware Financial Planning, LLC or one who fits your needs even better.

Delaware Financial Planning, LLC provides fee-only financial planning services to individuals, including high-net-worth clients, through ongoing, comprehensive project-based, and limited-scope engagements tailored to each client's needs. The firm advises on cash flow, retirement, tax planning, estate and legacy matters, employee benefits, investment analysis, and philanthropic planning, and may coordinate with third-party professionals at a client's request. DFP’s advice draws on fundamental security analysis, mutual fund/ETF evaluation, asset allocation, and Modern Portfolio Theory principles, with an emphasis on diversified, tax-efficient solutions when investment recommendations are made. Clients implement recommendations themselves; the firm delivers written plans or action items, conducts periodic reviews (typically semiannually for ongoing clients), and bills via recurring fixed fees, fixed project fees, or hourly charges rather than asset-based fees. Notably, DFP does not provide portfolio management, does not custody client assets, and reports $0 in assets under management, reflecting its exclusive focus on financial planning rather than account management. The firm’s principal holds multiple advanced planning credentials (CFP®, CAP®, AEP®, MPAS®, TPCP®), indicating specialized expertise in areas such as philanthropy, estate, and tax planning that may be less common among similarly sized independent advisers.

To learn more about the advisors currently working at Delaware Financial Planning, LLC, 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
Mike Staman	Newark, DE	28

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