Advisors Who Put You First

DELPHINUS FINANCIAL ADVISORS is a professional advisory firm focused on creating optimized solutions for your personal financial planning and money management challenges.

No matter if you’re starting out, starting over, or reexamining the direction you’re taking, my method of practice brings together the fields of taxation, investment, risk management, and advanced planning; integrating them into a financial life solution driven by your personal goals and objectives.

Whether you’re in search of smart wealth management, facilitated wealth accumulation, or simply looking for strategic retirement and/or education planning, it is of utmost importance that you work with a professional whom is worthy of your trust. To this end, I’ve taken every step reasonably possible to structure my firm in a manner consistent with this concern.

Two key elements of my structure are:

   * Retainer based Fee-Only compensation

   * Fiduciary level client-advisor relationships

A Fee-Only advisor has removed one of the most common obstacles to receiving advice you can count on, and believe in: the sales commission. Because a Fee-Only advisor is compensated ONLY by client fees, there is no financial incentive to recommend anything other than what is best for you.

Taking the relationship to the level of a Fiduciary further elevates the element of trust, and allows the advisor to take on the mantle of an advocate – someone that truly advocates for your highest financial good, constantly keeping you on the path of financial success and providing peace of mind.

DELPHINUS FINANCIAL ADVISORS offers the personal touch of one-to-one, client-to-advisor relationships, along with the resources of a larger firm through its ownership share in the highly respected Alliance of Comprehensive Planners (ACP). Additionally, membership and active participation in the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning, as well as the National Association of Tax Professionals (NATP), provide the resources and continuing education necessary for today’s professional advisory firms.

Contact us today.