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Top Rated Financial Advisors in Delaware

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Delaware is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Delaware with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Delaware near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Ketul Mody

Diamond State Financial Group
CFP®, RICP®
Ketul Mody, a financial fiduciary, provides financial services to clients in the Newark, Delaware area. Ketul holds a CFP®, RICP® certification. Ketul has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Michael Loftus

Loftus Wealth Strategies
Michael Loftus, a financial fiduciary, provides financial services to clients in the Bethany Beach, Delaware area. Michael has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting
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Nicholas Vali

Diamond State Financial Group
ChFC®
Nicholas Vali, a financial fiduciary, provides financial services to clients in the Newark, Delaware area. Nicholas holds a ChFC® certification. Nicholas has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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Diversified, LLC

CFP®
Diversified, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Talleyville Postal Store, Delaware area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    SEI, Charles Schwab, Fidelity

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Marc Hansen

JPL Asset Management and Planning
CFP®
Marc Hansen, a financial fiduciary, provides financial services to clients in the Wilmington, Delaware area. Marc holds a CFP® certification. Marc has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Investment Advice & Management

    Name(s) of Custodian(s):
    Charles Schwab

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