DRS Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$74,190,870
Clients
160
Advisors
2
across 2 offices
About
DRS Wealth Management serves individuals (including high‑net‑worth and non‑HNW clients), institutional retirement plans, nonprofits, and corporations. The firm provides discretionary portfolio management, access to third‑party asset managers, financial planning, corporate retirement plan consulting, institutional consulting, and an estate‑planning software service.
DRS’s advisers develop individualized investment plans guided by asset allocation and fundamental analysis, and they use an Investment Committee and manager‑due‑diligence process to implement strategies. The firm typically implements portfolios through ETFs (including alternative‑asset ETFs), sub‑advisers/TPAMs, and a third‑party held‑away account platform to review and rebalance accounts it does not custody.
Noteworthy distinctions include the firm’s disclosure of regulatory and arbitration matters involving its representatives, which are described in its Form ADV and should be reviewed by prospective clients. The firm’s advisers also maintain insurance‑agent affiliations and may receive commissions for insurance sales, and DRS relies on third‑party platforms and sub‑advisers (including an estate‑planning platform and held‑away account technology) to extend services beyond its small advisory team.
Client services
Occupation focus
Fee options
Estate planning software onboarding fee: $400 one-time fee.
0.75% to 1.75% annually (negotiable)
IARs may receive commissions as insurance agents for products sold; commissions are not offset against advisory fees.
Fee-only: Financial planning services are offered as a value-added service with no separate charge.
Main office
See office8133 Elliott Road, Suite 212
Easton MD 21601
Advisors at this office
1
Offices (2)
Most active in
Delaware · Florida · Idaho · Louisiana · Maryland · North Carolina · Texas · Virginia
Also doing business as
Delmarva Retirement Solutions, LLC · Drs Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Matthew A
Series 63, Series 65
Easton, MD
DRS Wealth Management
Matthew Albers is a financial advisor at DRS Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Paulson Investment Company and Newport Coast Securities. Outside of advisory work, he is a strategic partner in a nonprofit services association and serves as CEO of DRS Business Advisors, providing business exit planning services. Matthew is also a member of an oyster farm in Easton, MD. DRS Wealth Management serves individuals, institutional retirement plans, nonprofits, and corporations by offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an investment committee and manager due diligence to develop personalized investment strategies, typically utilizing ETFs, sub-advisers, and third-party platforms.
Michael N
Series 63, Series 65
Southport, NC
DRS Wealth Management
Michael Nixon is a financial advisor at DRS Wealth Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Paulson Investment Company and Newport Coast Securities. Outside of advising, he holds North Carolina resident health and life insurance licenses and serves as president of Legacy Capital Management, Inc., an S-Corp used for tax planning. DRS Wealth Management serves individuals, institutional retirement plans, nonprofits, and corporations through discretionary portfolio management, financial planning, and consulting services. The firm uses an Investment Committee and manager-due-diligence process to implement strategies, often utilizing ETFs, sub-advisers, and third-party platforms.
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