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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.
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| Qualified Financial Advisors in Rehoboth Beach, Delaware | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Nicholas Vali
ChFC® DIAMOND STATE FINANCIAL GROUP 121 Continental Drive, Suite 110, Newark, DE 19713 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 6139848
Firm CRD# 15296
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
121 Continental Drive, Suite 110,
Newark,
DE
19713
Phone Number
302-366-0366
Nick Vali is an Associate Partner and Wealth Manager at Diamond State Financial Group. Nick graduated from The University of Delaware’s Lerner College of Business and Economics, with a Bachelor of Science degree in Marketing and minor in Economics. He currently holds his Series 7, Series 66 registrations, as well as his Life and Health Insurance licenses.
Nick appreciates the contributions of small business owners, medical professionals, and (pre)retirees to the community, and specializes in creating innovative strategies to help overcome the unique challenges these individuals face. These specialties include:
Nick is passionate about helping his clients and strives to build a reputation founded on honesty and integrity. Having a passion for solving the puzzle presented by each client, Nick firmly believes that a comprehensive approach, integrating all aspects of one’s financial life, is critical to creating a roadmap to financial independence. Through his strategic approach to wealth management, (pre) retirees and business owners are accustomed to hands-on support, extensive resources and a team of committed financial experts throughout the experience.
Nick is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Nick resides in Middletown, Delaware, with his wife Melissa and daughter Gianna. In his spare time, he enjoys golf, the company of friends and family, and revels in travelling abroad.
*Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
We believe in the power of personal relationships and focus on one thing - the needs of our clients. Since 1989, Diamond State Financial Group has been committed to helping our clients improve their long-term financial successes. We make available a wide range of quality financial products and the advice and expertise of highly qualified financial professionals. It is because of you, each of our associates have been carefully selected based on their knowledge, experience, and desire to deliver an exceptional client experience. Our team adheres to a vigorous, continuing educational program to provide clients with current and relevant financial perspectives. We are proud to be an independent financial services firm as it allows us the freedom to provide our clients with objective advice. We are focused on recommending products and services based solely on the needs of our clients. Whether or not to establish a relationship with a financial professional is a decision that deserves careful consideration. You can trust we are committed to helping you accomplish your long-term financial goals. Diamond State Financial Group is also located at 200 E. State Street, Suite 303, Media, PA 19063.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Rehoboth Beach, Delaware (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| BELL ROCK CAPITAL, LLC
35568 Airport Road, Rehoboth Beach, DE 19971 |
$237,585,120 | 735 |
A percentage of AUM Fixed fees |
| BDFS CAPITAL LLC
19409 Plantation Rd , Bldg. 2 Unit 1, Rehoboth Beach, DE 19971 |
$237,410,405 | 538 |
A percentage of AUM Hourly charges Fixed fees Other (SELECTION OF OTHER ADVISORS FEES) |
* Additional advisors listing is provided in partnership with Yext
Grow your AUM with pre-qualified leads!
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.
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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.
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?
