Home > Financial Advisors > Delaware > Newark

Find Top Financial Advisors in Newark


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Newark. 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 Newark

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Newark, 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
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
Zach Fletcher
Edelman Financial Engines, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
(610) 239-8323
Scott Bombeck, CFP®
Acanthus Associates
211 Lazaretto Rd,
Prospect Park, PA  19076
(877) 956-7526
Joan Greenspon
Edelman Financial Engines, LLC
100 Front Street,
West Conshohocken, PA  19428
(484) 534-3046
Zach Fletcher
Edelman Financial Engines, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323
Stephen Cicali
Edelman Financial Engines, LLC
484 E. Evesham Rd.,
Cherry Hill, NJ  08003
(856) 795-7900
Brent Weiss Head of Planning
Facet Wealth
509 S. Exeter Street,
Baltimore, MD  21202
(410) 657-3257
Harry Berman
Edelman Financial Engines, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA  18106
(484) 224-3056
Cassandra Toroian
Bell Rock Capital, LLC
19606 Coastal Hwy Suite 101,
Rehoboth Beach, DE  19971
(302) 227-7607

Information on Qualified Financial Advisors in Newark

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,
Wilmington,
DE 
19808
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.



Office Location 20 Montchanin Road,
Suite 120,
Greenville,
DE 
19807
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,
Wilmington,
DE 
19803
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.



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

Compensation/Fee Fee Based Only - No Commissions


Office Location 225 Wilmington West Chester Pike,
Suite 200,
Chadds Ford,
PA 
19317
Phone Number (610) 2398323

Joined Edelman 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.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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

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


Office Location 211 Lazaretto Rd,
Suite 9F,
Prospect Park,
PA 
19076
Phone Number (877) 9567526

About Acanthus Associates

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# 5208549
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 100 Front Street,
Suite 1375,
West Conshohocken,
PA 
19428
Phone Number (484) 5343046

Joined Edelman Financial Engines in 2014. Began her career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Political Science from Gettysburg College.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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

Compensation/Fee Fee Based Only - No Commissions


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA 
19462
Phone Number (610) 2398323

Joined Edelman 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.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2371993
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 484 E. Evesham Rd.,
Suite 5,
Cherry Hill,
NJ 
08003
Phone Number (856) 7957900

Joined Edelman 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.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5078002
FirmCRD# 285961


Office Location 509 S. Exeter Street,
Suite 202,
Baltimore,
MD 
21202
Phone Number (410) 6573257

About Facet Wealth

Facet is the one financial advice company that provides premium, comprehensive, financial life management dedicated to achieving your financial life goals, at an affordable price because we have completely redesigned the entire financial planning experience.



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

Compensation/Fee Fee Based Only - No Commissions


Office Location 1275 Glenlivet Dr. Suite 100,
Allentown,
PA 
18106
Phone Number (484) 2243056

Joined Edelman 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.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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,
DE 
19971
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.



List of Additional Financial Advisors in or around Newark, Delaware
First State Advisors Hockessin, DE
Prudential Advisors Newark, DE
Strategic Foresight Investments (StratFI) Wilmington, DE