Services

Individual & Families

  • Wealth Management
  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Tax Planning
  • Insurance Planning
  • Trust Services

Business Owners

  • Qualified Pension and Profit Sharing Plans
  • 401(k) Plans
  • Qualified Plan Analysis

Non-Profit Organizations & Foundations

  • Qualified Pension and Profit Sharing Plans
  • 401(k) Plans
  • Qualified Plan Analysis

Honors & Awards

  • Honored as one of Worth Magazine’s Top 250 Wealth Advisors
  • Recognized in Philadelphia Magazine as a FIVE STAR Wealth Manager
  • Recognized in Delaware Today as a FIVE STAR Wealth Manager
  • Recognized by Wealth Manager Magazine as one of the country’s Top Investment Advisory firms
  • Listed in Consumers’ Research Council of America publication: “Guide to America’s Top Financial Planners”
  • Top Wealth Manager- As published in Bloomberg Wealth Manager

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Contact Us

Email us with any question or inquires or call to us. We
would be happy to answer your questions and set up a
meeting with you. Donald can help set you apart from the
Flock!

302.529.1500

302.529.0474

1403 Silverside Road, Suite B
Wilmington, DE 19810