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Financial Advisors in Delaware

Wilmington, DE

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 pinpo... See More

Highlights: Registered Investment Advisor, Wealth Management, Retirement Income Planning, Mutual Funds, Fee Only, Professional Wealth Management, Stocks, Retirement Planning, Advisory And Investment Management, 401k Rollover, Investment Services, Certified Financial Planner, ETFs, Financial Planning, IRA, Investment Consulting, Sustainability, Socially Responsible Investments, CFP ®, Independent Investment Advisor
Wilmington, DE

We provide integrated financial planning and investment advisory services on a strict Fee-Only basis. What sets us apart?
Our expereince - Established 1983
Our training - CFPs, CPAs, PFS
Our recognition - Worth, Mutual Funds, Wealth Manager, top... See More

Highlights: Estate Planning, Independent Investment Advisor, Retirement Distribution Plan, Women's Issues, IRA, CFP ®, Investment Consulting, Certified Financial Planner, Fiduciary, Mutual Funds, Fee Only, Retirement Planning, College Planning, CPA, Wealth Management, Investment Policy Statements, Comprehensive Financial Planning, NAPFA Member, 401K Consulting, Professional Wealth Management

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 l... See More

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 ... See More

Susan Lehnerd, CDFA, CFP, MBA
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