A complete list of active advisors currently associated with Delphi Advisers

Warmer can help you find a great advisor at Delphi Advisers or one who fits your needs even better.

Delphi Advisers provides discretionary investment management and both project-based and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. Services include tailored investment policy development and implementation, as well as planning on retirement, estate, tax, cash-flow, college funding, employee benefits, insurance, and business-exit considerations. The firm applies a multi-disciplinary investment approach that blends global macro analysis with fundamental, technical, cyclical, and charting methods to construct and trade portfolios, typically with discretionary authority and quarterly reviews. Delphi aggregates trades when appropriate, delivers written reports to clients, and recommends custodians while participating in an institutional custody program that provides research, trading, and technology services. Distinctive for a solo independent adviser, Delphi reports about $33.1 million in discretionary assets across 62 client relationships and offers a structured comprehensive planning engagement that is refreshed annually and actively monitored during the year. The firm discloses receipt of institutional (soft-dollar) benefits from its custodian, states it does not accept outside compensation or related-party referrals, and leaves proxy voting to clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Delphi Advisers, 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
Benjamin Lies	Vancouver, WA	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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