TriState Wealth Advisors

Newark, Delaware

JTK Advisors is a financial advisory firm in Newark, Delaware, serving small business owners and individuals with tax planning, financial planning, estate planning, accounting, and business advisory services. The firm is led by Jeff Kaczmarczyk, Sr., a CPA and Enrolled Agent with over 30 years in financial services, including prior experience managing a family office. Services include tax compliance and strategy, financial record maintenance, cash flow projections, business performance analysis, investment management, and family office services for affluent clients. The firm emphasizes proactive tax planning and provides audit defense and identity protection coverage with all prepared tax returns at no additional cost.

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.