DE · Wilmington

Fiduciary advisors in Wilmington, DE

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

6 listed

6 results in Wilmington

Adaptive Wealth Planning of Raymond James

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.

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Annova Advisors

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.

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Merrill Lynch Wealth Management

★3.0(2)

Wilmington, Delaware

Wirehouse

Investment Management Wealth Management

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.

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MidAtlantic Retirement Planning Specialists

★5.0(10)

Wilmington, Delaware

Retirement Planning

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.

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Shepherd Financial

★4.6(31)

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.

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Westover Capital Advisors LLC

★5.0(1)

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.

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Financial advisors in Wilmington, Delaware

Advisors serving Wilmington 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.

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