Best Financial Advisors in Wilmington

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2961 Centerville Road, Suite 310, Wilmington, DE 19808
Wilmington, DE 19808
  • Certified Financial Planner (CFP)

Affinity Wealth Management serves clients in Wilmington. It offers financial planning services to help individuals and families design and create the life they want and achieve their goals. Its process involves diagnosing clients’ current financial situations, recommending investment strategies, evaluating their needs, and conducting annual reviews to measure progress. The company focuses on the areas of business, corporate retirement, cash flow, estate, and tax planning, as well as asset preservation. Affinity Wealth Management was founded in 1974.

2961 Centerville Road, Suite 310, Wilmington, DE 19808
Wilmington, DE 19808

Website(302) 652-6767

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Rate: fee based

5807 Kennett Pike, Wilmington, DE 19807
Wilmington, DE 19807
  • Retirement Planning
  • Insurance Products

BCM Wealth Management is an independent financial advisory firm serving clients in Wilmington and nearby metros. It has been in the industry since 1996, providing financial planning and investment management services. Its planning solutions involve creating a personalized plan, allowing clients to reach their financial goals. These objectives cover the client's insurance requirements, estate plans, budgets, and investments. The firm also received certification from the CEFEX. Its founder and president, G. David Biddle, is an Accredited Investment Fiduciary.

5807 Kennett Pike, Wilmington, DE 19807
Wilmington, DE 19807

Website(888) 369-2261

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

32 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1 Avenue of the Arts Suite A, Wilmington, DE 19801
Wilmington, DE 19801
Instagram
  • Certified Financial Planner (CFP)

Blue Rock Financial Group assists the residents of Wilmington in managing their wealth. The organization serves clients with investable assets ranging from $1.5 million to $10 million, a net worth of more than $2 million, or a family income of $350,000 per year. Its advisors provide fiduciary advice on retirement, tax, estate, investment, and risk management planning based on customers' goals, risk tolerance, time horizon, and age. Todd Roselle, the company's founder, has received the Delaware Today's Five Star Wealth Manager award nine times.

1 Avenue of the Arts Suite A, Wilmington, DE 19801
Wilmington, DE 19801

InstagramWebsite(302) 752-6637

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

630 Churchmans Rd #109, Newark, DE 19702
Newark, DE 19702
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Estate Planning

Bluesphere Advisors works to improve clients' financial well-being and freedom in Wilmington and the surrounding communities. Its financial advisors provide services such as cash flow and portfolio management and budgeting. Its team also provides investment advice and selection, trading and security evaluation, and insurance or risk management as well as education, retirement, and estate planning. Its staff includes attorneys, accountants, and bankers. Sanjay Pawar, the company's founder, has 13 years of industry experience and is a Certified Financial Planner.

630 Churchmans Rd #109, Newark, DE 19702
Newark, DE 19702

Website(302) 250-4740

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

900 Foulk Road, Suite 201, Wilmington, DE 19803
Wilmington, DE 19803
  • Certified Financial Planner (CFP)
  • Retirement Planning

Butler Financial is an independent advisory firm that serves individuals and families in Wilmington. It offers a wide range of services, from retirement, estate, and longevity planning to portfolio and risk management and investment solutions. The company also offers 401(K) and 403(B) plans, insurance coverage, and banking and lending solutions. Its founder, Daniel Butler, is a Certified Financial Planner who holds over 29 years of industry experience. The firm is a member of the Delaware State Chamber of Commerce.

900 Foulk Road, Suite 201, Wilmington, DE 19803
Wilmington, DE 19803

Website(302) 778-2170

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1403 Silverside Road Suite B, Wilmington, DE 19810
Wilmington, DE 19810
  • Retirement Planning

Donald W. Nicholson & Associates, Ltd., is a locally owned firm that aims to help individuals and families in Wilmington attain their long-term financial goals through advisory services. It brings over 60 years of combined experience helping clients with wealth management; comprehensive financial, investment, and retirement planning; estate planning; and trust services. Likewise, it assists business owners with matters concerning qualified pension and profit-sharing plans, 401(k) plans, and qualified plan analysis. The firm has been recognized as one of Worth Magazine’s Top 250 Wealth Advisors.

1403 Silverside Road Suite B, Wilmington, DE 19810
Wilmington, DE 19810

Website(302) 529-1500

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

20 Montchanin Road, Suite 270, Greenville, DE 19807
Greenville, DE 19807
  • Certified Financial Planner (CFP)

Investment Management & Planning, LLC, caters to individuals, families, and businesses in the Wilmington metro and the surrounding areas. It helps clients achieve their wealth and life goals by offering financial planning and management services. Its process involves identifying the customers' needs and risk tolerances, developing personalized plans, illustrating portfolio designs, and implementing recommendations. Howard C. Richardson, a founding partner, brings over 21 years of experience in the industry. He holds the CFP and CMFC designations.

20 Montchanin Road, Suite 270, Greenville, DE 19807
Greenville, DE 19807

Website(302) 654-5449

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

2401 Pennsylvania Avenue Suite 114, Wilmington, DE 19806
Wilmington, DE 19806
  • Estate Planning
  • Retirement Planning

PSG Financial serves people in Wilmington and its surrounding communities. It works closely with clients and builds strategies for their monetary objectives. It offers a wide selection of financial programs, such as wealth management, college funding, estate planning, tax reduction solutions, and insurance and annuity products. One of its professionals, David A. Sauers, is a Certified Financial Planner who has been assisting individuals with their financial goals since 1994. He has worked with some clients for more than 20 years.

2401 Pennsylvania Avenue Suite 114, Wilmington, DE 19806
Wilmington, DE 19806

Website(302) 655-3961

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1201 N. Orange, Suite 742, Wilmington, DE 19801
Wilmington, DE 19801
  • Certified Financial Planner (CFP)
  • Retirement Planning

Strategic Foresight Investments has been working with people in Wilmington and nearby areas since 2012. Its team offers advice on managing finances to meet short- and long-term needs. It helps individuals plan for their retirement and twilight years. The firm also assists clients by creating an investment portfolio that suits their risk tolerance. Founder James Lee is a Certified Financial Planner and Chartered Financial Analyst with more than 30 years of industry experience.

1201 N. Orange, Suite 742, Wilmington, DE 19801
Wilmington, DE 19801

Website(302) 884-6742

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

615 West 18th Street, Wilmington, DE 19802
Wilmington, DE 19802
  • Certified Financial Planner (CFP)

Van Buren Financial Group, LLC, is a full-service accounting firm that has been serving clients in Wilmington since 2008. It helps individuals and small businesses achieve their financial objectives through asset allocation, investment management, retirement planning, and debt and cash flow management. The company also offers payroll processing, QuickBooks consulting, and individual and business tax preparation services. To help clients control their financial future, it provides an integrated approach to financial planning services to maximize after-tax net worth.

615 West 18th Street, Wilmington, DE 19802
Wilmington, DE 19802

Website(302) 655-9505

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

701 Foulk Road, Suite 2G, Wilmington, DE 19803
Wilmington, DE 19803
  • Estate Planning
  • Tax Planning

Wealth Wisdom Group, Inc., is a holistic planning firm that aims to help individuals and families in Wilmington achieve their wealth-building goals through its broad range of financial advisory services. Its financial planners focus on professionally supporting, educating, and providing informed direction to individuals nearing or are in retirement; executives, professionals, and business owners; and couples with children. The firm offers various services, including insurance and estate planning solutions, as well as investments and tax planning strategies.

701 Foulk Road, Suite 2G, Wilmington, DE 19803
Wilmington, DE 19803

Website(302) 651-9191

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1013 Centre Road Suite 405, Wilmington, DE 19805
Wilmington, DE 19805
  • Certified Financial Planner (CFP)

Westover Capital Advisors, LLC, serves clients in and around the Wilmington area. For more than 20 years, the firm has been offering tax solutions, investment management, and wealth planning and advice. Its team is composed of a Certified Financial Planner, Chartered Financial Analyst, and Certified Public Accountant. They recommend structures for tax planning and business liability purposes and prepare fiduciary income tax returns. They also donate to various non-profit organizations, including Rotary International Club of Wilmington, Delaware Community Foundation, and Sunday Breakfast Mission.

1013 Centre Road Suite 405, Wilmington, DE 19805
Wilmington, DE 19805

Website(302) 427-9600

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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