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 advises individuals, high‑net‑worth clients, and pension and profit‑sharing plans, offering discretionary portfolio management, financial planning, and pension consulting services (including the possibility of acting as a 3(21) or 3(38) fiduciary for ERISA plans). The firm also makes cash‑management solutions available through a CF Cash program and provides family‑office bookkeeping services as a separately billed offering. The firm applies a mix of analytical methods — including fundamental, quantitative, technical, charting, and modern portfolio theory — and implements both long‑term and short‑term trading, margin transactions, and ETF exposures (including Bitcoin ETFs) within discretionary accounts. Clients typically receive regular monitoring and at least quarterly reporting, and the firm frequently places assets into SEI sub‑advised managed‑account solutions and third‑party money managers when appropriate. Notable distinctions compared with many peers include its explicit pension consulting/advisory offerings and willingness to accept fiduciary roles for retirement plans, an operational affiliation with licensed insurance agents within the firm who may offer commissionable insurance products, and the use of sub‑advised strategies and ETFs that the brochure notes can involve derivatives or leveraged exposures. The firm also offers the CF Cash program administered by StoneCastle, which places deposits across multiple insured depositories (designed to maintain FDIC/NCUA coverage up to stated limits, e.g., $25 million), and provides bookkeeping services to both clients and non‑clients.
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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