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 provides fee-only financial planning to individual and high-net-worth clients, offering ongoing, project-based, and hourly engagements that cover retirement planning, cash flow and debt management, business planning, estate planning, insurance reviews, and tax planning. The firm delivers written financial plans and implementation recommendations but does not accept custody of client assets. The firm does not provide investment management; instead, it makes investment recommendations as part of the planning process and relies on Modern Portfolio Theory, mutual fund and ETF analysis, and a mix of passive and active strategies when advising on asset allocation. Clients implement recommended investments through their chosen custodians, and the firm reports $0 in assets under management. Compared with many independent advisers, the firm does not charge percentage-of-assets fees and instead uses recurring fixed fees, one-time project fees, and hourly arrangements for planning engagements. The firm’s principal holds multiple advanced planning credentials (including specialist certifications in philanthropy, tax and estate planning) and has prior experience at a large custodian, a combination that is less common for a small, fee-only planning practice.
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 |
|---|---|---|
Newark, DE
| 27
|
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