Financial Advisors in Marshallton, Delaware (New Castle County)

James H. Lee, CFA, CMT, CFP. StratFI offers a dynamic, forward-looking alternative to the run-of-the-mill investing approach provided by most financial planning firms. Through our expert analysis of developing trends, we believe we are able to pinpoint investment opportunities and risks well before others become aware of them.

Our firm was recently recognized in Delaware Today and Philadelphia Magazine as a Five-Star Wealth Manager.

Founding manager Jim Lee holds multiple well-respected professional certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT). He is a veteran advisor with 25 years of experience.

StratFI is committed to a client-first business model. We customize our investment strategies to meet the needs of our individual clients. Just as importantly, we never accept commissions for recommending any product or solution. Our goal is to help you succeed.

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Joan Sharp, CAP, CFP, ChFC, MSFS, Other, RLP
Life is about change, and when life changes money changes. Change can be stressful for individuals and families. People and families experiencing significant change can easily be overwhelmed and operate far under their normal capacity in all areas. We are skilled and trained to understand individual and family dynamics during changing times, and we can calm the overwhelmed, minimize regrettable decisions, and make life and family more comfortable and enjoyable.

We believe in collaborating with all relevant family advisors to enable individuals and families use heart and hard data to support life.

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Donald Nicholson, Sr., AAMS
Donald W. Nicholson & Associates, Ltd. specializes in wealth management, retirement planning and comprehensive financial planning. Our philosophy takes a Holistic approach, looking at all aspects of a client’s personal life and financial needs to create a custom-tailored financial plan. This plan is the blueprint to the client/planner relationship. We also emphasize working with a team of professionals who specialize in their respective fields. Mission Statement: Improve the economic well-being and quality of life for our current and prospective clients.... See More

Susan Lehnerd, CDFA, CFP, MBA
Whether you are seeking financial planning, investment management, or both, we are ready to lend a hand.