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Best Financial Advisors in Wilmington

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Wilmington, DE
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

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FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Wilmington, DE

Business Description

Need help contacting a Financial Advisor in Wilmington? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Price: Free booking service | Call 848.Book.Pro!

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Affinity Wealth Management logo

License Verified:

License: 290735

Investment Adviser Public Disclosure Database, SEC

Affinity Wealth Management

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

Business Description

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.

License Verified:

License: 290735

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
BCM Wealth Management logo

License Verified:

License: 122434

Investment Adviser Public Disclosure Database, SEC

BCM Wealth Management

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

Business Description

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.

License Verified:

License: 122434

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (26)
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Blue Rock Financial Group logo

License Verified:

License: 298558

Investment Adviser Public Disclosure Database, SEC

Blue Rock Financial Group

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

Business Description

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.

License Verified:

License: 298558

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (9)
Facebook
5.0 / 5 (7)
Bluesphere Advisors logo
Visit WebsiteWebsite

License Verified:

License: 283972

Investment Adviser Public Disclosure Database, SEC

Bluesphere Advisors

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

Business Description

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.

License Verified:

License: 283972

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (2)
Butler Financial logo
Visit WebsiteWebsite

License Verified:

License: 155216

Investment Adviser Public Disclosure Database, SEC

Butler Financial

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

Business Description

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.

License Verified:

License: 155216

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Donald W. Nicholson & Associates, Ltd. logo
Visit WebsiteWebsite

License Verified:

License: 107054

Investment Adviser Public Disclosure Database, SEC

Donald W. Nicholson & Associates, Ltd.

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

Business Description

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.

License Verified:

License: 107054

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Investment Management & Planning, LLC logo
Visit WebsiteWebsite

License Verified:

License: 146041

Investment Adviser Public Disclosure Database, SEC

Investment Management & Planning, LLC

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

Business Description

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.

License Verified:

License: 146041

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
PSG Financial logo
Visit WebsiteWebsite

License Verified:

License: 1640207

Investment Adviser Public Disclosure Database, SEC

PSG Financial

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

Business Description

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.

License Verified:

License: 1640207

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Strategic Foresight Investments logo
Visit WebsiteWebsite

License Verified:

License: 164744

Investment Adviser Public Disclosure Database, SEC

Strategic Foresight Investments

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

Business Description

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.

License Verified:

License: 164744

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Van Buren Financial Group, LLC logo
Visit WebsiteWebsite

License Verified:

License: 4099093

Investment Adviser Public Disclosure Database, SEC

Van Buren Financial Group, LLC

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

Business Description

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.

License Verified:

License: 4099093

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.7
Facebook
5.0 / 5 (9)
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
––
Wealth Wisdom Group, Inc. logo

License Verified:

License: 832901

Investment Adviser Public Disclosure Database, SEC

Wealth Wisdom Group, Inc.

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

Business Description

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.

License Verified:

License: 832901

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Westover Capital Advisors, LLC logo
Visit WebsiteWebsite

License Verified:

License: 126520

Investment Adviser Public Disclosure Database, SEC

Westover Capital Advisors, LLC

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

Business Description

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.

License Verified:

License: 126520

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.