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.
Rehoboth Beach
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Rehoboth Beach,
Delaware
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
Rehoboth Beach,
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
Rehoboth Beach, Delaware.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 25 Years | Not Specified | Not Specified | Fee-Based |
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
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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 7 | 838 | $335,047,553 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 8 | 1653 | $325,153,356 | A percentage of AUM, Hourly charges, Fixed fees, Other (SELECTION OF OTHER ADVISORS FEES) |
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.
