Delta Financial Advisors, Inc.

Joseph Fischetti is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 65 credential and 29 years of industry experience. He has worked with Delta Financial Advisors since 1996 and has held roles at Regulus Financial Group and Beacon Global Advisor Network. Outside of his advisory work, he serves as the Sargent at Arms for the Exhiled Soul Motorcycle Club, assisting with club operations on a volunteer basis. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting and an affiliated insurance agency.

Nicholas Angelis is a financial advisor at Delta Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has been with Delta Financial Advisors since 2009. Outside of his advisory role, he works part-time as an administrative assistant to a representative at Regulus Advisors. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm offers customized asset-allocation strategies and integrates advisory services with in-house accounting, tax preparation, and an affiliated insurance agency.

Jacob Defilippo is a financial advisor with Delta Financial Advisors, Inc. in Kensington, MD, holding a Series 66 credential and over 10 years of industry experience. He has worked at Beacon Global Advisor Network, LLC, Regulus, LLC, and Delta Financial Advisors, Inc. He is also a silent investor in a real estate renovation project with family members. Delta Financial Advisors serves individuals and families, including high-net-worth clients, providing wealth management, financial planning, and consulting services. The firm integrates advisory services with in-house accounting and tax capabilities, managing approximately $208 million for around 218 client relationships.

Megan Madden is a CERTIFIED FINANCIAL PLANNER™ with eight years of industry experience, currently serving at Delta Financial Advisors, Inc. Her prior experience includes roles at UBS Financial Services, The Prudential Insurance Company of America, and The Ayco Company. Outside of finance, she works as a fitness instructor and pro coach with Solidcore. Delta Financial Advisors provides wealth management and financial planning services primarily to individual and high-net-worth clients. The firm offers customized asset allocation and portfolio management using mutual funds and ETFs, integrating fundamental, technical, and cyclical analysis, along with tax and accounting services supported by a licensed CPA.

Beverly Fischetti is a CFP® with 44 years of experience in the financial industry. She has worked at Delta Financial Advisors, Inc. since 1992 and has also been associated with Regulus, LLC since 2015 and the Beacon Global Advisor Network from 2017 to 2021. In addition to financial advising, she owns a tax preparation business focused on individual tax matters. Delta Financial Advisors, Inc. serves individual and high-net-worth clients with wealth management and financial planning, offering discretionary and non-discretionary portfolio management alongside ongoing consulting. The firm uses customized asset allocations and a range of analytical methods, providing services that include accounting and tax preparation through a licensed CPA on staff.