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Find Top Financial Advisors in New Castle, Delaware
New Castle, Delaware is a city with a rich historical background and a population of over 5,430 residents. Individuals, families, and businesses in New Castle can benefit from working with a qualified financial advisor to optimize their finances. By using WiserAdvisor's online directory below, you may streamline your search for a trustworthy financial advisor. We have done the research for you by evaluating vetted financial professionals in and near New Castle based on their experience, compensation methods (Fee-only and Fee-Based), and clean records with FINRA and the SEC. With our pre-screened directory of financial advisors, you can save time and begin comparing ranked financial advisors who can help in achieving a secure financial future. They may also offer tailored financial guidance in retirement planning, investment planning, wealth management, financial planning, estate planning, and more.
How To Find Trusted Financial Advisors in New Castle, Delaware
New Castle has 11 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in New Castle, Delaware have an average of 32 years of experience.
NOTE: The list of vetted financial advisors in New Castle, 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 New Castle, Delaware.
Qualified Financial Advisors in New Castle, Delaware
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| N/A | $1,900,000,000 | $250,000 | Fee-Based | |
| N/A | Not Specified | Not Specified | Fee-Based | |
Edelman Financial Engines, LLC100 Front StreetWest Conshohocken, PA 19428 457 Haddonfield RoadCherry Hill, NJ 08002 901 Dulaney Valley RoadTowson, MD 21204 900 Bestgate RoadAnnapolis, MD 21401 6031 University BoulevardEllicott City, MD 21043 | N/A | $0 | Not Specified | Fee-Only |
| N/A | $0 | Not Specified | Fee-Only | |
| Not Disclosed | Not Specified | Not Specified | Not Specified | |
| N/A | Not Specified | Not Specified | Fee-Only | |
| 30 Years | Not Specified | $500,000 | Fee-Based |
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Information on Qualified Financial Advisors in New Castle, Delaware
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.
*Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
As a CFP®, I am held to the highest professional and ethical standards. With over 12 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!
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.
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.
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.
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
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