JTK Advisors

Wilmington, Delaware

Shepherd Financial is a wealth management and retirement plan consulting firm founded in 2015, based in the Midwest (structured data indicates Wilmington, Delaware location). The firm operates through a team approach led by three founding partners: Tom Mayer (CEO, AIF®), Drew Hershberger (CFP®, Chief Growth Officer), and Steve Wylam (COO), each with backgrounds in 401(k) plan advisory and financial services. The firm provides financial planning services and holds a 4.6-star rating across 31 Google reviews.

Middletown, Delaware

Savant Wealth Management is an investment advisory firm in Middletown, Delaware. It acts as a fiduciary. Services include Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 1 Google review.

Wilmington, Delaware

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Wilmington, Delaware. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Dover, Delaware

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Dover, Delaware. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.3-star rating from 3 Google reviews.