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Find Top Financial Advisors in Delaware

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Delaware. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Delaware

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List of Financial Advisors in Delaware
Financial Advisor Office Location Phone Number
Peter F. Gaertner, CFP, CDFA, MBA
Affinity Wealth Management, LLC
2961 Centerville Rd,
Wilmington, DE  19808
(302) 254-6121
Cassandra Toroian
Bell Rock Capital, LLC
19606 Coastal Hwy Suite 101,
Rehoboth Beach, DE  19971
(302) 227-7607
Michael D. Porter
Chesapeake Wealth Advisors
20 Montchanin Road,
Greenville, DE  19807
(302) 304-8008
David Levy, CFP®
Diversified, LLC
2200 Concord Pike,
Wilmington, DE  19803
(302) 765-3500

Information on Qualified Financial Advisors in Delaware

Qualifications CRD# 5715758
FirmCRD# 105840
Series 7, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets

Office Location 2961 Centerville Rd,
Suite 310,
Phone Number (302) 2546121

Peter has been working in the financial services industry since 2008 and joined Affinity Wealth Management in 2013. He previously worked with Advisers as an Outside Portfolio Manager at J.P. Morgan Private Bank and later moved into a role as a Client Service Associate and swiftly was promoted to Senior Associate. In this position, he was the primary point of contact for select Private Banking clients and helped facilitate an exceptional client experience across available banking and financial service products and services.  Peter, a native of Berlin, Germany, is a CERTIFIED FINANCIAL PLANNER® practitioner, Certified Divorce Financial Analyst® and has active Life and Fixed Annuity/Variable Annuity insurance licenses. He has been an adjunct professor for Financial Planning at the Delaware State University where he taught Retirement Planning and Estate Planning. He has also instructed retirement readiness courses at the University of Delaware Lifelong Learning center along with multipe other community based financial literacy event that he led. He is an active member of the Financial Planning Association and a board member of the Society for Financial Service Professionals in Delaware. He earned an MBA and a Bachelor of Science in Finance and Banking from the Delaware State University, where he also served as the Football team's place kicker during his studies. He currently resides in North Wilmington with his wife, Erin, and their three children. During his free time, he enjoys golf, tennis, skiing and fantasy football.

About Affinity Wealth Management, LLC

Affinity Wealth Management, LLC is a full service, independent Wealth Management firm that has been serving successful individuals, their families, and small businesses since 1974. Our core values are Clients' interests first, Curiosity in learning and thinking out of the box, Commitment to anticipating changes, Compassion for our clients and their specific circumstances, Collaboration with other professionals and Community service. What makes us different is our disciplined process when it comes to helping our clients. As a prospective client, your advisor will spend the first meeting completing our Discovery Meeting process during which you will learn a lot about AWM and your potential advisor. At the same time, it allows for us to get to know you, your financial goals and hopes for the future to determine whether there could be a fit and we can add value to your situation. Once mutual interest has been confirmed, an investment plan meeting will be scheduled to review your current situation and come up with a financial strategy as recommend by a CERTIFIED FINANCIAL PLANNER specialist going forward. Our goal is to make the sometimes overwhelming and complex process of full- service financial planning as simple as possible for our clients and offer a truly unmatched experience doing it.

Qualifications CRD# 3051646
FirmCRD# 139163
Series 65

Compensation/Fee I am a fee-based financial professional, Based on Assets

Office Location 19606 Coastal Hwy Suite 101,
Rehoboth Beach,
Phone Number (302) 2277607

Ms. Toroian founded Bell Rock Capital in January 2006 and serves at the firms President and Chief Investment Officer. Prior to launching the firm, Ms. Toroian was a founder of boutique institutional brokerage firm in Philadelphia, as well as the Managing Director of CBT Investment Management Inc., an SEC Registered Investment Advisor, from 2001 until 2005. Ms. Toroian began her career as a buy-side analyst at a Pennsylvania-based mutual fund company. Subsequently, she was a sell-side analyst for the banking sector. Cassandra was named one of the top five analysts in the country as a Wall Street Journal All Star Analyst for her stock picking in the banking sector in 1999. Because of her expertise she is a frequently used resource by national media, including Fox Business, Fox News, CNBC, Bloomberg Television, The Wall Street Journal, USA Today and various print media including The Philadelphia Inquirer and The Boston Globe. She currently sits on the investment committee for the Endowment Fund of Lafayette College in Easton, Pennsylvania. She also sits on the board of the Immanuel Shelter for the homeless. She is the author of personal finance book, Dont Buy the Bull  Dispelling Disastrous Investment Advice and Money-Myths in our New Economy. She received her B.A. from Lafayette College and her M.B.A. in Finance from the University of Miami.

About Bell Rock Capital, LLC

Founded in 2006, Bell Rock Capital is an SEC Registered Investment Advisor headquartered in Delaware with offices located throughout the U.S. with two offices in Delaware, and locations in south Florida, southern California, the Philadelphia suburbs, and northern New Jersey. Bell Rock Capital principals appear regularly on CNBC and Fox Business. We are routinely sought after for our market expertise and commentary. We are not only good investors, but we are entrepreneurs, having started this company as well as others. Therefore, we understand our clients very well, because we have often have similar experiences as they have had. We use our own highly experienced research team to select investments for our clients, in order to build them a customized separately managed account or a 401K plan in the case of our corporate clients. As part of our service we offer tools to help clients manage their whole financial life, as well plan for the future or simply protect their wealth. Because we are fee based, we sit on the same size of the table as our clients.

Office Location 20 Montchanin Road,
Suite 120,
Phone Number (302) 3048008

Michael is a Senior Vice President / Wealth Management and Financial Advisor; he began his career in 1998 with Wheat First Butcher Singer, and transitioned to Morgan Stanley prior to joining Janney. Michael advocates a comprehensive approach to financial planning that integrates investments, taxes, insurance, and estate planning strategies within the framework of a prudently designed financial plan. Michael is a regular presenter on the topics of retirement and estate planning. Michael enjoys hunting, fishing and spending time with his wife Patty and their two boys.

About Chesapeake Wealth Advisors

OUR VISION Chesapeake Wealth Advisors is an experienced team of financial professionals at Janney Montgomery Scott LLC -- one of the nation?s most prestigious investment firms. We strive to be the highest standard of success in financial relationships. The measure of our success?and how we differentiate ourselves from other firms?lies in the strength of our relationships with you, supported by a foundation of trust and performance. Putting your financial needs first is at the center of who we are, and what we do. No matter where you are in life -- or where the people who matter the most to you are in their lives -- we provide a broad range of financial planning services that can address your current and future needs and goals. Saving for college. Saving for a home. Starting a business. Preparing for retirement. Planning for the transfer of wealth. Whether it is today or tomorrow, for you or your loved ones, whatever is important to you is important to us.

Qualifications CRD# 5356917
FirmCRD# 123859
Series 7, 63, 65, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee

Office Location 2200 Concord Pike,
Suite 104,
Phone Number (302) 7653500

David joined the Diversified team in 2007. In David's role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan, and works closely with other industry professionals to bring the clients financial plan to completion; all in an effort to give the client the best possible service and peace of mind. David graduated in 2007 from the University of Delaware with a B.S. in Leadership, and continued his industry education by obtaining his series 7, 63, 65, health and life insurance licenses as well as the CERTIFIED FINANCIAL PLANNER" designation. David has won the Five Star Wealth Advisor award in Philadelphia and Delaware every year since 2010 for his overall client satisfaction. Adding value to both the team and the clients, David is happy to be a part of the Diversified family. Outside of Diversified, David is a member of the University & Whist Club and the DuPont Country Club where he enjoys playing golf.

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better. At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it. Lifelong Wealth® is the pursuit of financial security to enjoy a meaningful life. For us, the keyword here is "lifelong". Lifelong Wealth gives families the opportunity to live well, while planning to achieve a level of happiness. For your life, living well happens through an intentional, lifelong approach which includes: 1. Knowing you have a lifelong financial planning process in place; lifelong advice. 2. Having a trusted advisory team to implement your plan. 3. Constant review and help on your path to lifelong wealth. At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong financial planning with the expert team to support it.

List of Additional Financial Advisors in Delaware
First State Advisors Hockessin, DE
Andesa Strategies, Inc. Wilmington, DE
Morgan Stanley Smith Barney Wilmington, DE
Daniels + Tansey, L.L.P. Wilmington, DE
Global Currents Investment Management, Llc Wilmington, DE
Prudential Advisors Newark, DE
Ashford Consulting Group, Inc. Wilmington, DE
Ashford Capital Management Inc Wilmington, DE
Strategic Foresight Investments (StratFI) Wilmington, DE