DE · Newark

Fiduciary advisors in Newark, DE

2 advisors with offices in Newark. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Newark

JTK 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.

View details

TriState Wealth Advisors

Newark, Delaware

Investment Management Small Business Wealth Management

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.

View details

Financial advisors in Newark, Delaware

Advisors serving Newark specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Delaware's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Delaware advisors