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Best Financial Advisors in Wilmington

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Wilmington, DE

Why choose this provider?

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
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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

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

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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 (14)
Facebook
5.0 / 5 (7)

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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)

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

Why choose this provider?

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

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

Why choose this provider?

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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
701 Foulk Road, Suite 2G, Wilmington, DE 19803
  • Estate Planning
  • Tax Planning

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • 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.

  • Why are debt and cash flow management essential to Wilmington residents planning to retire?

    Cash flow management is crucial for Wilmington residents planning their retirement as it forms the foundation of one's financial strategy. A clear understanding of monthly income and expenses enables informed decision-making on wealth management matters. Additionally, effective debt management ensures access to credit when needed, wise borrowing choices, and safeguards against potential financial crises caused by overextending oneself. Maintaining a healthy cash flow and managing debt prudently contribute to a secure retirement plan.

  • Why do financial advisors in Wilmington encourage workers to participate in their employer's 401(k) or 403(b) plan?

    Financial advisors encourage Wilmington residents to participate in their employer's 401(k) or 403(b) plan because retirement arrives sooner than expected. Taking advantage of such programs, especially if there's a matching contribution, is crucial for building a solid retirement fund. Advisors can recommend starting with a conservative savings approach and adjusting it as the client progresses in their career. Being prepared with a retirement plan is better than being sorry.

  • Which court in Wilmington handles disputes with financial advisors?

    Disputes with financial advisors in Wilmington are typically handled by the Delaware Chancery Court. The court guides financial advisor conflicts and has held conflicted advisors accountable for aiding and abetting a breach of fiduciary duty. To navigate disputes effectively, it is recommended to seek specific guidance from a legal professional who can provide tailored advice on handling conflicts with financial advisors in Wilmington.

  • What savings options do financial advisors in Wilmington suggest for people seeking higher interest rates?

    Financial advisors in Wilmington recommend certificates of deposits (CDs) for individuals seeking higher interest rates. CDs offer fixed returns over a set period, making them suitable for clients with less urgency for immediate access to funds. However, advisors should caution clients about the associated risks and encourage thorough research before investing. Consulting a financial advisor can help clients determine the best options that align with an individual's needs and goals.

  • Are tuition payments made by grandparents directly to a college fund in Wilmington considered as taxable gifts?

    Under federal law, tuition payments made directly to a college are not considered taxable gifts for grandparents in Wilmington. Such payments do not require worrying about the annual federal gift tax exclusion. However, it's essential to note that tuition payments can only be made. It's wise for grandparents to confirm how such payments might impact their grandchild's eligibility for need-based financial aid with the college.

  • 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.