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Find Top Financial Advisors in Rehoboth Beach, Delaware

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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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Finding the Top Financial Advisor in Rehoboth Beach, Delaware
Last Updated - 26-Sep-2022

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 andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

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,
200 E. State Street, Suite 303, Media, PA 19063,
Newark, DE 19713
Not Disclosed Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Rehoboth Beach

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,
200 E. State Street, Suite 303, Media, PA 19063,
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:

  • Retirement Income Strategies
  • Tax Distribution Strategies*
  • Wealth Management
  • Income Protection Strategies
  • Employee Benefits
  • College Funding Strategies
  • Asset Protection Strategies*
  • Legacy Maximization/Estate Planning

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.

About Diamond State Financial Group

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.

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)

    List of Additional Advisors in Rehoboth Beach, Delaware*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    55 Cascade Lane, Rehoboth Beach, DE  19971 302-644-6600
    Jenn Harpel
    Inquire with Jenn
    55 Cascade Lane, Rehoboth Beach, DE  19971 302-644-6620
    Richard Schwamb
    Inquire with Richard
    55 Cascade Lane, Rehoboth Beach, DE  19971 302-644-6612
    Kent C Guernsey
    Inquire with Kent
    55 Cascade Lane, Rehoboth Beach, DE  19971 302-644-6618
    Garrett L Grier
    Inquire with Garrett
    55 Cascade Lane, Rehoboth Beach, DE  19971 302-644-6600
    David Christopher Keck
    Inquire with David
    55 Cascade Lane, Rehoboth Beach, DE  19971 302-644-6625
    Christopher M Vane
    Inquire with Christopher
    55 Cascade Lane, Rehoboth Beach, DE  19971 302-644-6634
    Joshua Coveleski
    Inquire with Joshua
    55 Cascade Lane, Rehoboth Beach, DE  19971 302-644-6616
    Cathy Davies-Harmon - Morgan Stanley
    Inquire with Cathy
    55 Cascade Lane, Rehoboth Beach, DE  19971 302-644-6606
    Darren Cardosa Harmon
    Inquire with Darren
    55 Cascade Lane, Rehoboth Beach, DE  19971 302-644-6631
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      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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