A complete list of active advisors currently associated with Delaware Wealth Planners
Warmer can help you find a great advisor at Delaware Wealth Planners or one who fits your needs even better.
Delaware Wealth Planners serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, cash-management programs, family-office bookkeeping and pension consulting. The firm’s brochure notes that it may accept fiduciary roles for retirement plans, including acting as a 3(21) co‑fiduciary or a 3(38) investment manager when engaged by plan sponsors. The firm generally provides discretionary management and may use third‑party, sub‑advised strategies (including SEI managed account solutions) as part of its implementation process, and describes the use of multiple analytical approaches such as modern portfolio theory, fundamental, quantitative and technical analysis. Its investment menu is broad and includes mutual funds, fixed income, REITs, private equity, ETFs (including bitcoin ETFs and ETFs that may employ derivatives), and the firm discloses the use of margin and short‑term trading in appropriate accounts. Delaware Wealth Planners discloses several relationships and compensation arrangements that distinguish it from many peers: certain representatives are licensed to sell insurance and may offer commissionable products (the brochure discloses this conflict of interest), and the firm outlines revenue‑sharing and referral arrangements tied to cash and lending solutions offered through third‑party providers. The brochure also describes the firm’s practice of providing performance information to clients and explains the potential conflicts these product and referral arrangements create and how the firm addresses them.
To learn more about the advisors currently working at Delaware Wealth Planners, 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 |
|---|---|---|
Wilmington, DE
| 13
| |
Wilmington, DE
| 14
| |
Wilmington, DE
| 15
|
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