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

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.

Qualified Financial Advisors in Wilmington, Delaware
Financial Advisor Office Location Phone Number
Andrew Rosen
Diversified, LLC
2200 Concord Pike,
Wilmington, DE  19803
(302) 765-3500
Peter F. Gaertner, CFP, CDFA, MBA
Affinity Wealth Management, LLC
2961 Centerville Rd,
Wilmington, DE  19808
(302) 254-6121
Matthew Wollick
Edelman Financial Engines, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
(610) 239-8323
Jim Ciarmella
Creative Planning
---,
Glen Mills, PA  19342
(484) 538-8686
Robert McCullough
MC2 Financial Advisers, Inc.
24 S. Newtown Street Road,
Newtown Square, PA  19073
(610) 353-7777
Vanguard Personal Advisor Services
Vanguard Personal Advisor Services
100 Vanguard Blv V26,
Malvern, PA  19355
(800) 211-7806
Tom Mooney
Creative Planning
---,
New Jersey, NY  19146
(267) 262-4332
Amanda Salyer
Edelman Financial Engines, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323
Chris Werner
Edelman Financial Engines, LLC
457 Haddonfield Road,
Cherry Hill, NJ  08002
(856) 452-6062
Chris House
Creative Planning
---,
Voorhees Kirkwood, NJ  08043
(609) 364-7630
Paul C. Koenig Jr.
Integrated Financial Partners
1300 Route 73 Suite 314,
Mount Laurel, NJ  08054
(856) 291-0142

Information on Qualified Financial Advisors in Wilmington

Qualifications CRD# 4722997
FirmCRD# 123859
Series 6, 7, 63

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 2200 Concord Pike,
Suite 104,
Wilmington,
DE 
19803
Phone Number (302) 7653500

In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients. Andrew also writes extensively and has authored blogs, whitepapers and eBooks, all of which you can find in on our resources page. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly, and Yahoo Finance. In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER" designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010. Outside of Diversified, Andrews number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high level squash player, a runner, and very average golfer.

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better. At Diversified, our clients know that while life isnt without change and challenge, its 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 well need to earn it, and once we do, we promise to keep it.



Qualifications CRD# 5715758
FirmCRD# 105840
Series 7, 63

Compensation/Fee Fee-Based, 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 Senior Client Service 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 multiple other community based financial literacy events that he led. He is an active member of the Financial Planning Association and the President 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 Ben, Cole and Sarah. During his free time, he enjoys golf, tennis, soccer, skiing and fantasy football.

About Affinity Wealth Management, LLC

Affinity Wealth Management is an independent, objective wealth management firm. We help clients create a life lived-full through exploring all the possibilities with their money. Our wealth management and investment management process is designed to create a lifetime of great experiences and memories. Since 1974, Affinity has helped clients create life experiences that match their personal and financial means. We believe anyone can create any life they want, and we help clients live the best life possible. We do it, by helping people live more fully. What makes us different is our disciplined process when it comes to helping our current and future clients: I will spend the first meeting completing our Discovery Meeting 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. Be prepared to talk a lot and share professional and personal details with me! 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.



Qualifications CRD# 2716241
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

I enjoy being a financial planner because Im all about helping my clients plan ahead to face lifes challenges knowing that they have a roadmap to take them all the way to a rewarding retirement. My interests outside of work have been called unique by my four daughters. I have a passion for high intensity interval training and am a big fan of archery.

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# 4659662
FirmCRD# 105348


Office Location ---,
Glen Mills,
PA 
19342
Phone Number (484) 5388686

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5448042
FirmCRD# 116309

Compensation/Fee Fee-Based, Based on Assets, Hourly


Office Location 24 S. Newtown Street Road,
Suite 100,
Newtown Square,
PA 
19073
Phone Number (610) 3537777

I have lived my whole life in Delaware County, first raised in Newtown Square with my parents and 2 older sisters. I graduated from Devon Preparatory school, with much appreciation for a good Catholic school education. Then I graduated from Villanova University with a degree in Sociology & Business. I broke my leg in March 2001, but I was still able to get back on my feet in time join my classmates at graduation two months later in May. For 2 years, I worked for a family owned local brokerage firm, supporting most of the sales reps in the office. I joined my family firm in May 2003, where I am currently a practicing CPA and a holder of the CFP® designation. I am currently the managing partner, but Id be nowhere without the help of our staff, Bernadette, Lorraine, Betsy & Michael. My education, credentials, experience and staff give me the ability to integrate clients financial goals with smart investment and tax planning. I currently live in Wayne with my wife and 3 kids. The most challenging thing Ive done was a 30 day live-in program for students of Aikido, a Japanese martial art. I spent the month of July 2004 in Chicago, living and training with other like-minded Americans and Europeans, and eventually earning my black belt in July 2006, after 7 years of training.\

About MC2 Financial Advisers, Inc.

Independent, fee only, registered investment advisors in Newtown Square, serving small businesses and families throughout the Philadelphia area. We are CPAs and CFPs, who use all of our knowledge and experience to integrate clients' financial goals and plans with proper business, tax, retirement & estate planning. No selling. No commissions. No dinner seminars. Specializing in Vanguard funds.



Qualifications FirmCRD# 106715

Compensation/Fee Fee-Based


Office Location 100 Vanguard Blv V26,
Malvern,
PA 
19355
Phone Number (800) 2117806

Vanguard Personal Advisor Services® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.



Qualifications CRD# 4653246
FirmCRD# 105348


Office Location ---,
New Jersey,
NY 
19146
Phone Number (267) 2624332

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5214607
FirmCRD# 104510
Series 7, 66

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 2019. Began his career in the financial services industry in 2006. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's degree in Business Administration from Drexel University. Married to Jim and they have two children; Christian and Dylan. They have a dog named Simba. Amanda enjoys spending time with her sons and being involved in their extra-curricular activities, family walks and enjoying downtime together.

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# 5214605
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 457 Haddonfield Road,
Suite 310,
Cherry Hill,
NJ 
08002
Phone Number (856) 4526062

Im passionate about working with individuals to develop detailed strategies to help them reach their financial goals. In my spare time, I enjoy spending time with my family and staying active by playing hockey and volleyball. I also like to build things, which can be anything from woodworking to 3D printing.

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# 5833804
FirmCRD# 105348


Office Location ---,
Voorhees Kirkwood,
NJ 
08043
Phone Number (609) 3647630

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5253413
FirmCRD# 5253413
Series 7, 66

Compensation/Fee Fee-Based


Office Location 1300 Route 73 Suite 314,
Mount Laurel,
NJ 
08054
Phone Number (856) 2910142

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement. The number one financial worry is not having enough money to retire. Do you know how much you need? Did you allocate it properly and prudently? Do you know what assets to spend first? This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.



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FREQUENTLY ASKED QUESTIONS

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 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?