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Kimberlee M. Orth

CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving Delaware and the surrounding communities.

Ameriprise Financial Services, Inc.

3513 Concord Pike, Ste 1000
Wilmington, DE 19803
(302) 475-5105
CONNECT WITH Kimberlee
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Jon D. Walton

CFP®, CLU, AIF®

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Independence Wealth Services

726 Yorklyn Rd, Ste 300
Hockessin, DE 19707
(302) 763-1180

Peter A. Oldziey

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Peter A. Oldziey & Associates, PA

15 Park Dr
Dover, DE 19901
(302) 736-5005

Jorge R. Rueda

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Lau Associates LLC

20 Montchanin Rd, Ste 110
Wilmington, DE 19807
(302) 792-5955

Daniel M. McDermott

ChFC, CFP®, AIF(R)

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

McDermott Advisory Group, LLC

3520 Silverside Rd, Ste 25
Wilmington, DE 19810
(888) 520-5677
(302) 778-5677

Nandita Das

CFP®, CFA, MBA, PhD

Founder-owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Das Financial Health

1200 N DuPont Highway
Dover, DE 19901

Das Financial Health

7 Michigan State Drive
Newark, DE 19713

Das Financial Health

7 Michigan State Drive
Newark, DE 19713
CONNECT WITH Nandita
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Clarence E. DiSabatino, III

CFP®

CERTIFIED FINANCIAL PLANNER

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Ameriprise Financial Services, Inc.

1309 Veale Rd, Ste 10
Wilmington, DE 19810
(302) 478-2801

Joseph Amodei

CFP®, CRPC, ChFC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Ameriprise Financial Services, Inc.

1 Righter Pkwy, Ste 250
Wilmington, DE 19803
(302) 656-7773 x11

Catherine M. Seeber

CFP®, CeFT®

Vice President, Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

CAPTRUST

PO Box 4527
Greenville, DE 19807
(800) 216-0645
(302) 740-2432

Erich J. Dischert

CFP®, CRPC®, RICP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Life Planning, Retirement

Financial Advisor serving Delaware and the surrounding communities.

Adaptive Wealth Planning of Raymond James

3411 Silverside Road, Baynard Bldg, Suite 105
Wilmington, DE 19810
(302) 477-0714
CONNECT WITH Erich
  • twitter link
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James D. Adelsperger

CFP®, CPA

Senior Wealth Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

Financial Advisor serving Delaware and the surrounding communities.

Domani Wealth LLC

72 Champions Drive
Bridgeville, DE 19933
(717) 846-6214

Joseph P. Quig

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

Financial Advisor serving Delaware and the surrounding communities.

Edward Jones

724 Yorklyn Rd, Ste 325
Hockessin, DE 19707
(888) 639-9401
(302) 239-9401

Richard C. Jakotowicz, Jr.

CFP®, CFA

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable &...More

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Benchmark Financial

Benchmark Financial, PO Box 4088
Greenville, DE 19807
(302) 635-9760
CONNECT WITH Richard
  • linkedin link

Kenneth Nuttall

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

118 Wembley Rd
Wilmington, DE 19808

404 Fifth Avenue
New York, NY 10016
CONNECT WITH Kenneth
  • facebook link
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James H. Lee

CFP®, CFA, CMT

Founder

Specialties: Comprehensive Financial Planning, Career Change, Asset Allocation, Investment Management,...More

Fee Only Financial Advisor serving Delaware and the surrounding communities.

StratFI

1201 N Orange Street, Suite 742
Wilmington, DE 19801
(302) 884-6742
CONNECT WITH James
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Joel R. Morris

CFP®, AEP®

Sr. Wealth Advisor

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Attending College, Charitable ...More

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Lau Associates LLC

20 Montchanin Rd, Ste 110
Greenville, DE 19807
(302) 792-5955

Michael G. Paregian

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Lau Associates LLC

20 Montchanin Rd, Ste 110
Greenville, DE 19807
(302) 792-5955
CONNECT WITH Michael
  • linkedin link

Alexander G. Yearley

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Banking, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Community Pride Financial Advisors

72 Glade Cir E
Rehoboth Beach, DE 19971
(302) 226-9318

Vincent A. Schiavi

CFP®, CPA/PFS

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Schiavi + Dattani

2710 Centerville Rd, Ste 201
Wilmington, DE 19808
(302) 994-4444

Peter F. Gaertner

CFP®, CDFA™, MBA

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Affinity Wealth Management

2961 Centerville Road, Suite 310
Wilmington, DE 19808
(302) 254-6121

Raymond N. Ianni

CFP®, ChFC

Executive Vice President-Fin. Planning

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Delaware and the surrounding communities.

Financial Advisors of Delaware Valley

1013 Centre Rd, Ste 100
Wilmington, DE 19805
(302) 993-8045

Laura D. Granger

CFP®

Senior Planner

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Lau Associates LLC

20 Montchanin Rd, Ste 110
Greenville, DE 19807
(302) 792-5955

Judith W. Lau

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Lau Associates LLC

20 Montchanin Rd, Ste 110
Greenville, DE 19807-2179
(302) 792-5955

Robert S. Pennartz

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Financial House, Inc.

5818 Kennett Pike
Centreville, DE 19807-1116
(800) 366-0632
(302) 654-5451

Joan L. Sharp

CFP®, RLP®, CeFT™

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Career...More

Fee Only Financial Advisor serving Delaware and the surrounding communities.

Glenayr Wealth Advisors LLC

105 Christina Landing Dr, #603
Wilmington, DE 19801
(302) 383-9678

James W. Hayes

CFP®, ChFC, CLU, AEP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Ameriprise Financial Advisors

2 Righter Parkway, Suite 201
Wilmington, DE 19803
(888) 591-1413
(302) 476-8000

Kathleen M. Ryan

CFP®

Investment Advisor Representative

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

KMR Financial Network

13 Bridgeville Rd
Georgetown, DE 19947
(302) 856-6664

Anna C. Hamilton

CIMC, CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Delaware and the surrounding communities.

Hamilton Investment Strategies Inc,

111 Bellant Cir, PO Box 3797
Greenville, DE 19807-0797
(302) 427-9090

Laura L. Fontana

CFP®, ChFC

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Delaware and the surrounding communities.

Ameriprise Financial Services, Inc.

1011 Centre Rd, Ste 100
Wilmington, DE 19805
(302) 468-8216