Fiduciary advisors in Delaware

Bethany Beach, Delaware

Axion Financial Group is a boutique investment advisory firm in Bethany Beach, Delaware, serving affluent individuals and families with a restricted client base. The firm combines active and passive investment management strategies across diversified asset classes, with portfolio construction emphasizing wealth preservation and risk mitigation tailored to each client's circumstances, tax situation, and estate planning needs. Operating under a fiduciary standard with an open architecture platform, the firm is led by founder Antonios Kypreos (Director of Portfolio Management) and co-managing partner Neoklis Kypreos (Director of Investment Strategy), who have collectively managed family capital for over two decades.

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.

Dover, Delaware

CSG Financial is a Delaware-registered investment advisor operating as a fiduciary and fee-only planner with no minimum investment requirement. The firm provides financial planning services with a focus on tax strategy, taking a comprehensive approach that integrates multiple aspects of clients' financial lives. As an independent advisory firm, CSG does not earn commissions from third parties and structures fees through hourly rates, flat fees, or assets under management.

Dover, Delaware

8FIGURES is a Delaware-based investment management firm that provides estate planning and portfolio analysis services. The firm uses a multi-agent AI system to evaluate client holdings across research, risk, tax optimization, and asset allocation dimensions, generating portfolio-specific recommendations based on actual account data rather than generic advice. The firm was founded by Andrew (formerly of Goldman Sachs Asset Management), Anton (fintech product leader and former trader), and Roman (AI specialist), and operates with conflict-free advisory principles.

Dover, Delaware

Walker's Bookkeeping & Advisory Services LLC, based in Dover, Delaware, provides bookkeeping, accounts receivable and payable management, financial reporting, and software integration services to small businesses. Founded by Sophia Walker, a QuickBooks ProAdvisor with a BBA in Human Resource Management, the firm handles monthly closes, bank and credit card reconciliations, payroll administration via Gusto, and system connectivity between accounting and business software. The firm offers tiered service packages ranging from basic monthly bookkeeping to comprehensive integration projects, and operates on a service-fee basis with transparent pricing.

Hockessin, Delaware

First State Advisors is an investment advisory firm in Hockessin, Delaware. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

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.

Milford, Delaware

JB Stark Financial, LLC, based in Milford, Delaware, is operated by James B. Stark, a wealth advisor with over 40 years in financial services who holds the Chartered Retirement Planning Counselor (CRPC) and Chartered Life Underwriter (CLU) designations. The firm offers estate planning and retirement planning services, with an approach focused on helping clients develop strategies aligned with their personal values and tax considerations. Stark is licensed to sell insurance in Delaware and several other states, and works with clients seeking comprehensive financial guidance beyond investment management alone.

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.

Newark, Delaware

TriState Wealth Advisors is a fee-only financial advisory firm in Newark, Delaware, serving founders, executives, retirees, and families. The firm offers financial planning, investment management, tax strategy, and business exit planning, with specialized guidance for entrepreneurs navigating liquidity events and concentrated wealth through their Founder's Freedom Plan. Operating on a fiduciary basis with no commissions or product sales, the firm integrates cash flow, investments, tax planning, and retirement strategy to address complex financial decisions across personal and business contexts.

Rehoboth Beach, Delaware

Wealth Market is an independent financial advisory firm in Rehoboth Beach, Delaware, founded in 2024 by Karen Wearden, a CERTIFIED FINANCIAL PLANNER™ with additional credentials including ChFC, AAMS, and CRPC. The firm provides financial planning, investment management, tax preparation and mitigation, insurance services, retirement planning, and estate planning, supported by a team that includes relationship managers with extensive financial services backgrounds. Wearden's practice emphasizes a discovery-based approach that integrates income, expenses, investments, taxes, and estate considerations to develop customized strategies, with ongoing review and adjustment as clients' circumstances change.

Rockland, Delaware

Grey Fox Wealth Advisors is a fiduciary firm based in Rockland, Delaware, that serves small business owners, executives, and their families. Founded in March 2020 by Kevin Dombrowski and Ted Lauzen, the firm provides portfolio customization, tax services through Grey Fox Tax Advisors, and multi-family office coordination. The team includes advisors holding credentials including CFA and CPA designations. The firm operates across the country and coordinates financial, tax, and operational services for its clients.

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.

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.

Wilmington, Delaware

Adaptive Wealth Planning of Raymond James is an investment advisory firm in Wilmington, Delaware. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Wilmington, Delaware

MidAtlantic Retirement Planning Specialists is an investment advisory firm in Wilmington, Delaware. Services include Financial Planning. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Wilmington, Delaware

Annova Advisors is a fiduciary-based financial advisory firm in Wilmington, Delaware, offering financial planning and investment management services. The firm constructs investment portfolios using disciplined strategies designed to address varying market conditions, and works with institutional partners to manage financial risks for clients based on their individual goals, time horizons, and risk profiles.

Wilmington, Delaware

Westover Capital Advisors LLC is an investment advisory firm in Wilmington, Delaware. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.