Find Top Financial Advisors in Hockessin


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Qualifications of Financial Advisor in Hockessin

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Financial Advisors in Hockessin, Delaware
Financial Advisor Office Location Phone Number
Jeffrey M. Kropp,
Sherpa Financial Services
722 Yorklyn Rd,
Hockessin, DE  19707
(610) 624-1665
Michael D. Porter,
Chesapeake Wealth Advisors
20 Montchanin Road,
Greenville, DE  19807
(302) 304-8008
Zach Fletcher,
Financial Engines Advisors, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
(610) 239-8323
Peter F. Gaertner, CFP, CDFA, MBA,
Affinity Wealth Management
1702 Lovering Ave,
Wilmington, DE  19806
(302) 254-6121
Scott Bombeck, CFP®,
Acanthus Associates
211 Lazaretto Rd,
Prospect Park, PA  19076
(877) 956-7526
Nick Filippo,
Tower Bridge Advisors
101 West Elm Street, Suite 355,
Conshohocken, PA  19428
(610) 260-2222
Mike Weber CFP®,
Bluesphere Advisors LLC
2108 Dekalb Pike,,
Norristown, PA  19401
(610) 277-1515
Zach Fletcher,
Financial Engines Advisors, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323
Stephen Cicali,
Financial Engines Advisors, LLC
484 E. Evesham Rd.,
Cherry Hill, NJ  08003
(856) 795-7900
Harry Berman,
Financial Engines Advisors, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA  18106
(484) 224-3056
Greg Dexheimer,
Financial Engines Advisors, LLC
2308 Patton Road Suite G,
Harrisburg, PA  17112
(717) 540-7992

Information on Qualified Financial Advisors in Hockessin

Sherpa Financial Services

Jeff joined Sherpa Financial with a new found excitement for both his clients and himself after 10 years as a financial advisor with another local firm. Jeff brings with him a background of planning with an emphasis on the big picture and the correlations between long term tax planning and wealth management.

His primary focus is financial planning for those in, or nearing retirement. His clients benefit from the caring and careful manner in which he approaches financial planning by addressing lifetime income solutions first, and crafting a plan around the goals and needs of each client. Jeff graduated from West Chester University with a BS degree in Business Management. He has been a speaker at many educational workshops.

Jeff currently resides in West Grove with his wife Honey Beth, and their son, Braydon, and daughter, Emerson. He enjoys the occasional round of golf, trips to the shore with his family, and time spent as a coach of his son's hockey and soccer teams.

Qualifications CRD#: 5107430
FirmCRD#: 421
Series 7, 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 722 Yorklyn Rd,
Hockessin,DE  19707

Phone Number (610)6241665


About Sherpa Financial Services

Jeffrey M. Kropp "Planning Is Bringing The Future Into The Present So That You Can
Do Something About It Now" - Alan Lakein

I help individuals and families plan and execute on financial
strategies that allow them to enjoy a safer and more predictable
financial future.

Looking For An Experienced, Results Driven Financial Advisor? I'd
Love The Opportunity To Serve You And Your Financial Goals.

RETIREMENT PLANNING * WEALTH MANAGEMENT * TAX PLANNING * ESTATE
PLANNING * INSURANCE PLANNING * HEALTHCARE PLANNING




Chesapeake Wealth Advisors

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.

Qualifications CRD#: ---
FirmCRD#: ---
Series: ---

Compensation/Fees ---


Office Location 20 Montchanin Road,
Greenville,DE  19807

Phone Number (302)3048008


About Chesapeake Wealth Advisors

Michael D. Porter 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.




Financial Engines Advisors, LLC

Joined Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA. Zach enjoys golfing, working out, and Philadelphia sports.

Qualifications CRD#: 5742628
FirmCRD#: 104510
Series 7, 63, 65

Compensation/Fees I am a Fee-Based financial professional


Office Location 225 Wilmington West Chester Pike,
Chadds Ford,PA  19317

Phone Number (610)2398323


About Financial Engines Advisors, LLC

Zach Fletcher Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).





Affinity Wealth Management

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 is an adjunct professor for Financial Planning at the Delaware State University where he teaches Retirement Planning and Estate Planning. He has also taught retirement readiness courses at the University of Delaware Lifelong Learning center and has visited correctional institutions to educate the inmates on basic financial planning concepts.
He is an active member of the Financial Planning Association and the Caesar Rodney Rotary Club in Wilmington. 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 his two sons, Benjamin and Cole. During his free time, he enjoys golf, tennis, skiing and fantasy football.

Qualifications CRD#: 5715758
FirmCRD#: 105840
Series 7, 63

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


Office Location 1702 Lovering Ave,
Wilmington,DE  19806

Phone Number (302)2546121


About Affinity Wealth Management

Peter F. Gaertner, CFP, CDFA, MBA 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.




Acanthus Associates


About Acanthus Associates

Scott Bombeck, CFP® Acanthus Associates is a client-focused financial services firm providing wealth protection strategies, asset management and financial and estate planning to individuals and businesses. Our core belief is to provide the best advice we possibly can to our valued clients. As we are an independent firm we are not influenced or limited to using proprietary financial products by a parent company.

Qualifications CRD#: 3042556
FirmCRD#: 2882
Series 6, 7, 63, 65

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


Office Location 211 Lazaretto Rd,
Prospect Park,PA  19076

Phone Number (877)9567526




Tower Bridge Advisors

Tower Bridge Advisors was founded in 2001 with a mission to provide high quality investment advice alongside outstanding client service. We manage equity and fixed income portfolios comprised of individual stocks and bonds. Our clients choose us because of our commitment to investment research, our experience in managing client portfolios and our laser like focus on our clients' needs. Our nine investment professionals each have, on average, more than 25 years' experience researching investment opportunities, and managing portfolios through up as well as down markets.

Our investment process starts with a clear understanding of each client?s unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution.

Our rigorous investment process results in a customized asset allocation for each client. Each client's portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client's requirement for income and stability.

From a client service standpoint, we make ourselves available for phone calls and in person meetings as frequently as desired. Our clients appreciate talking directly to the person who manages their account, not a marketing person or an intermediary. Our team of experienced administrators also reach out to our clients to ensure proper management of all administrative details of their accounts.

Qualifications CRD#: ---
FirmCRD#: ---
Series: ---

Compensation/Fees ---


Office Location 101 West Elm Street, Suite 355,
Conshohocken,PA  19428

Phone Number (610)2602222


About Tower Bridge Advisors

Nick Filippo We have one focus, and that is to customize portfolios for the
benefit of our clients. We have an experienced team that brings
great perspective and expertise to every relationship. And we are
committed to the highest level of customer service. We are
available to meet clients in person or by phone and we are willing
to meet as frequently as our clients desire. We also provide a
brief market commentary 3 days per week to keep clients up to date
on our latest thinking. In addition we offer monthly webinars to
provide additional insights into the markets and our thought
process.

Our interests are aligned with yours. We want to help you achieve
your goals, and we want you to know that we are looking out for
your best interests at all times.




Bluesphere Advisors LLC

Michael holds the following qualifications:
Certified Financial Planner (CFP)
Bachelor of Science Economics, Penn State University

Michael has been in this industry for over 10 years.

Michael is married to wife Kate and they live in Bridgeport, PA with their son Jake and American bulldog Hank.

Michael is passionate about golfing, fishing and cooking.

Qualifications CRD#: 4970493
FirmCRD#: 283972
Series: ---

Compensation/Fees I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 2108 Dekalb Pike,,
Norristown,PA  19401

Phone Number (610)2771515


About Bluesphere Advisors LLC

Mike Weber CFP® We act as Fiduciary to our clients. We bring our knowledge and experience to work with our clients in their investment and financial decision making process. Core fundamental research and an understanding of global financial and economic conditions drives our investment management process. In depth financial planning process helps us understand the nuances of our client's financial situation and design an explicit financial plan that meets client needs and expectations. Our hands on implementation processes ensures thorough execution that meets client expectations. Most importantly we are constantly evolving to stay on top of the investment advisory industry.





Financial Engines Advisors, LLC

Joined Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA. Zach enjoys golfing, working out, and Philadelphia sports.

Qualifications CRD#: 5742628
FirmCRD#: 104510
Series 7, 63, 65

Compensation/Fees I am a Fee-Based financial professional


Office Location 600 West Germantown Pike,
Plymouth Meeting,PA  19462

Phone Number (610)2398323


About Financial Engines Advisors, LLC

Zach Fletcher Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Financial Engines Advisors, LLC

Joined Financial Engines in 2006. Began his career in the financial services industry in 1992. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Economics from Rutgers College. Married to Dena. They have one child. Stephen enjoys coaching and playing soccer.

Qualifications CRD#: 3138276
FirmCRD#: 104510
Series 7, 9, 10, 63, 65

Compensation/Fees I am a Fee-Based financial professional


Office Location 484 E. Evesham Rd.,
Cherry Hill,NJ  08003

Phone Number (856)7957900


About Financial Engines Advisors, LLC

Stephen Cicali Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Financial Engines Advisors, LLC

Joined Financial Engines in 2007. Began his career in the financial services industry in 1982.
Successfully completed the Series 4, 7, 24, 53, and 66 examination(s) administered by FINRA.
Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s).
Master's degree in Finance and Marketing from University of Connecticut and Bachelor's degree in English from University of Rochester.
Married to Michele. They have two children: Matthew and Hannah. Harry enjoys music, reading, movies, sailing, and spending time with family.

Qualifications CRD#: 2190861
FirmCRD#: 104510
Series 4, 6, 7, 24, 26, 53, 63, 66

Compensation/Fees I am a Fee-Based financial professional


Office Location 1275 Glenlivet Dr. Suite 100,
Allentown,PA  18106

Phone Number (484)2243056


About Financial Engines Advisors, LLC

Harry Berman Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Financial Engines Advisors, LLC

Joined Financial Engines in 2018. Began his career in the financial services industry in 1994. Successfully completed the Series 7, 24, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Sociology & Business from SUNY Albany. Married to Jennifer. They have three children: Michael, Erin and AJ. Greg has 3 cats and enjoys camping with his family, photography and music.

Qualifications CRD#: 2507426
FirmCRD#: 104510
Series 7, 24, 63, 66

Compensation/Fees I am a Fee-Based financial professional


Office Location 2308 Patton Road Suite G,
Harrisburg,PA  17112

Phone Number (717)540-7992


About Financial Engines Advisors, LLC

Greg Dexheimer Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




List of Additional Financial Advisors in or around Hockessin, Delaware
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