Fiduciary advisors in Dover, DE

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

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

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

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.