Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Middletown
has
13
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Middletown,
Delaware
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Middletown,
Delaware
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Middletown, Delaware.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $1,900,000,000 | $250,000 | Fee-Based | |
| Not Disclosed | Not Specified | Not Specified | Fee-Based | |
| Not Disclosed | Not Specified | $0 | Fee-Based | |
|
Edelman Financial Engines, LLC
457 Haddonfield Road, Suite 310, Cherry Hill, NJ 08002 100 Front Street, West Conshohocken, PA 19428 901 Dulaney Valley Road, Towson, MD 21204 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
| Not Disclosed | Not Specified | Not Specified | Fee-Only | |
| 11 Years | $100,000,000 | Not Specified | Not Specified | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 30 Years | $105,000,000 | $500,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 25 Years | Not Specified | Not Specified | Fee-Based |
Qualifications
Firm CRD# 331709
Series 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
3705 Concord Pike,
Talleyville Postal Store,
DE
19803
Phone Number
302-765-3500
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.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 106715
Compensation/Fee Fee-Based
Office Location
100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number
800-211-7806
Vanguard Personal Advisor® gives you ongoing access to advisors who will act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.
With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions. *Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.
Advisory Services Provided:
Retirement Planning, Education Funding and Planning
Qualifications
Firm CRD# 117756
Series 7
Compensation/Fee Fee-Based, Based on Assets
Office Location
1205 Westlakes Dr., Suite 270,
Berwyn,
PA
19312
Phone Number
888-225-3777
Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You. Sequoia Financial Group offers full-service, comprehensive wealth management services. Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away. Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape. Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group: Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love. Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
457 Haddonfield Road,
Suite 310,
Cherry Hill,
NJ
08002
Phone Number
877-208-7414
Office Location
100 Front Street,
Suite 1210,
West Conshohocken,PA 19428
Phone Number
877-208-7414
Office Location
901 Dulaney Valley Road,
Suite 901,
Towson,MD 21204
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 285961
Compensation/Fee Fee-Only, Flat Fee
Office Location
400 East Pratt Street,
8th Floor,
Baltimore,
MD
21202
Phone Number
443-376-6222
At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with an affordable flat planning fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER™ professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Office Location
303 International Cir #105,
Hunt Valley,
MD
21030
Phone Number
410-937-7578
As a CFP®, I am held to the highest professional and ethical standards. With over 20 years experience, I help remove the guesswork and help you understand the implications of all financial decisions.
I take time to educate my clients, never losing sight of each individual's risk tolerance, time-frame, and experience. My comprehensive approach to helps you realize your financial goals.
I'm Most Proud Of: Hearing from clients about how financial planning helped improve their life, overcome challenges, and develop confidence for the future. There's nothing better!
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
900 Bestgate Road,
Suite 407,
Annapolis,
MD
21401
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
1321 Generals Highway,
Suite 300,
Crownsville,
MD
21032
Phone Number
410-923-8686
Tom has been a dedicated financial advisor for over 30 years. He began his career in 1995 at Legg Mason after earning his MBA from Loyola College in Maryland. In 2004, Tom achieved his CERTIFIED FINANCIAL PLANNER™ designation and holds additional certifications as a Certified Exit Planning Advisor (CEPA®) and Certified in Long-Term Care (CLTC®). He specializes in helping small business owners and affluent investors maximize their retirement savings and potentially retire earlier than planned through the use of specialized retirement strategies. Tom also assists clients with investment management, life insurance, long-term care and disability insurance, college planning, and more. A lifelong Maryland resident, Tom lives in Severna Park with his wife, Marie, and their sons, Eddie and Graham. When he's not working, Tom enjoys playing golf and spending quality time with his family.
No needs are more important than your own. We take pride in aligning our goals with yours, ensuring that we don't just work for you, but with you. We work with you to understand who you are as an individual, as an investor, and as a business owner. Our mission is to help you define your financial objectives and collaboratively develop a plan tailored to your unique needs and preferences. We are committed to acting in your best interest and are proud to offer comprehensive financial planning resources, including access to education, advice, planning, and consultation, all designed to support your business's growth and success.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
6031 University Boulevard,
Suite 150,
Ellicott City,
MD
21043
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
6081 Hamilton Boulevard,
Suite 600,
Allentown,
PA
18106
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 3080317
Firm CRD# 316582
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Hourly, Based on Assets
Office Location
32895 Coastal Highway,
Bethany Beach,
DE
19930
Phone Number
302-251-8901
Spurred by a desire to offer top-notch and individualized service, Michael Loftus left the comforts of corporate America in 2010 to start Loftus Wealth Strategies, a boutique wealth management firm to facilitate superior service and sound advice with a personalized touch. Michael is a seasoned and well-tested professional with over 30 years of business experience, with 25 of those in the financial industry. He's held senior-level positions managing sales, marketing and national account teams for multibillion-dollar financial institutions and has worked closely with several top money management firms. Making the switch from the corporate side was not an easy one, from having many resources to building a business from scratch. But Michael jumped in to make sure he had the best technology, financial planning and investment processes, and more. This learning curve continues today, as Michael wants to ensure a top-notch experience for all his clients. His dedication to educate and communicate is what drives him every day. Superior service sometimes requires travel, and Michael makes it happen. Recently, several of his long-term clients moved to Florida full-time, so the Loftus Wealth Strategies team opened a satellite office in Ponte Vedra, Florida. This allows Michael to make regular visits to his valued clients, as well as bring in a select group of new clients to serve. Regular visits and our clearly defined process will continue to ensure a unique experience. Michael and his wife, Stacie, live in the Bethany Beach, Delaware, area. Stacie owns and operates Seaquels, a high-end consignment shop. She also offers interior design and remodeling services. Their son, Padraig, graduated from Villanova University in 2022 and has started his career in the financial services industry. Daughters Claire and Brighid are currently attending college out of state. Like his father, siblings and son, Michael attended Villanova University. He remains a die-hard fan of the Wildcats, traveling two hours each way to catch their home games. Outside of Nova hoops, Michael can be found on the golf course, on his boat or following his passion for photography.
From the beginning, Loftus Wealth Strategies has committed to staying small, so that we can provide personalized service and custom portfolio management for our clients. We're good listeners, creative thinkers and passionate about helping you achieve your financial goals. Client relationships are the foundation of who we are, and we hope to earn your trust and the role of your wealth manager for years and generations to come. Additional offices located at 90 Fort Wade Road, Suite 100 Ponte Vedra, FL 32081
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
