Best Financial Advisors in Dover, DE

The highest-rated Financial Planning & Wealth Management companies out of 165 vetted & reviewed in the Dover area.

Faw Casson CPA

Faw Casson CPA

(29)
  • Company
  • Team
  • Needs
“With an impressive range of expertise, Brian Stetina and other CPA's and staff members have also been wonderful to work with for both our business and personal tax needs.”
Licensed, BBB Rating: A+
In Business Since 1950
Accepts All Major Credit Cards
160 Greentree Dr # 203, Dover, DE
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Mitten & Winters Cpas

Mitten & Winters Cpas

(11)
Tax Services, Accounting, Specialized Services
“I used the same online tax company that I've always used to file my 2017 taxes, once completed I decided to see Kevin at Mitten and Winters to take a quick look.”
Licensed, BBB Rating: A+
In Business Since 1987
117 W Loockerman St #119, Dover, DE
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Gunn Wealth Management

Gunn Wealth Management

(4)
“He only thinks guys who drive drunk and think they shouldn't be punished are bad people.”
In Business Since 2009
11 N State St, Dover, DE
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BIG Investment Services

BIG Investment Services

(2)
“He helped us pay down a bunch of debt and start to get everything in order for our little one!”
Accepts All Major Credit Cards
In Business Since 2013
450 Kings Hwy NE, Dover, DE
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First State Cpas and Associates

First State Cpas and Associates

(4)
Accounting Services, Tax Services, Software Services
“If you need a CPA firm for your business in Dover Delaware or the surrounding areas I would, and do on a regular basis, highly recommend the crew here at First State CP As.”
Remote Consultations Available
In Business Since 2010
18 S State St, Dover, DE
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Compass Investment Advisors

Compass Investment Advisors

Investment Advice, Financial Planning, Wealth Management
“Communication = Confidence. Successful families and businesses commit great focus and energy to growing and maintaining their success. To properly serve you we need to have a planning and investment process that incorporates straightforward communica...”
Accepts All Major Credit Cards
In Business Since 2015
46 S State St, Dover, DE
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Key Advisors Group

Key Advisors Group

Financial Planning, Investment Advisory Services, Retirement
“KEY Advisors Wealth Managementis a leading independent wealth management firm in Delaware, with offices in Dover and Lewes. Doug Ferris and Eddie Ghabour founded KEY Advisors in 2000 on the principle that wealth management should be more about the pe...”
Licensed, BBB Rating: A+
In Business Since 2005
Accepts All Major Credit Cards
31 Saulsbury Rd # 1, Dover, DE
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Andersen Wealth Management

Andersen Wealth Management

(5)
“Michael is extremely trustworthy and we have been satisfied with the advice he has given my husband and I regarding a 401K when I left the company where I was employed.”
In Business Since 2016
6 W Dover St, Easton, MD 21601
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Fantini Research

Fantini Research

(1)
“Fantastic Reports on the Gaming Industry”
In Business Since 2006
144 Kings Hwy SW Suite 305, Dover, DE
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Lawter Wealth Management

Lawter Wealth Management

Business Financial Consulting Service, Business Contact Form
“Welcome to the Lawter-O'Toole Wealth Management, LLCwebsite. My company believes that good financial decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of ...”
Offers Financing Options
In Business Since 2013
1305 S Governors Ave, Dover, DE
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Tripp Wealth Solutions

Tripp Wealth Solutions

Medicare, Tell A Friend, Products & Services
“Tripp Wealth Solutions, located in Harford County, Maryland and Rehoboth Beach, Delaware is a full-service financial firm committed to helping individuals, families, and business owners pursue their financial goals. Our unique custom-tailored approac...”
Transparent Fees & Pricing
In Business Since 2021
Serving Dover Area
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The Fiduciary's Friend

The Fiduciary's Friend

(1)
“Very knowledgeable and thorough when it comes to client's best interests.”
Transparent Fees & Pricing
In Business Since 2010
Serving Dover Area
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Clarity Financial Delaware

Clarity Financial Delaware

“Hiring an advisor could help to increase an investor's portfolio returns by around 3% net in an average year. In addition, advisors are needed because they keep you on track with your investing plan while looking out for things that can knock you off...”
Free Initial Consultation
In Business Since 2022
Serving Dover Area
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Alpha Consulting

Alpha Consulting

In Business Since 2022
Serving Dover Area
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Fitzgerald Financial Group

Fitzgerald Financial Group

(11)
Events and Workshops, Market Update, Home
“Larry broke down the goals into short term and long term timeframes and outlined what my options could be at each step on the journey of working, saving and properly spending.”
Free Initial Consultation
In Business Since 2017
727 E Landis Ave Suite 1, Vineland, NJ
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Frank Leonards & Frank

Frank Leonards & Frank

Client Account Access, Senior Guidance, Seminar Schedule
“Many of our clients who are nearing or who are in retirement seem to share somecommon financial struggles. Even though many of our clients have accumulated significant wealth, they are concerned about protecting the assets that they have worked so ha...”
Licensed, BBB Rating: A+
In Business Since 1987
Accepts All Major Credit Cards
Serving Dover Area
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Diehl Foraker Cpas

Diehl Foraker Cpas

(3)
Business Services, Virtual Currency, Services For Individuals
“It's one thing to lose your parents then to have to worry if you are going to be in trouble with the IRS because of taxes due to someone else's error”
Transparent Fees & Pricing
In Business Since 2014
Remote Consultations Available
Offers Financing Options
Serving Dover Area
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Peak Plans

Peak Plans

(5)
Strategy Consulting, Financial Planning & Analysis
“Peak Plans exceeded my expectations and I'm fully satisfied with my business plan.”
Free Initial Consultation
Serving Dover Area
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Gardner Financial Planning

Gardner Financial Planning

(1)
Investment Management, Retirement Planning, Financial Planning
“Our parents had not taught us proper financial management, and we are at a point in our lives where we can make our money work for us or lose our minds lol..”
In Business Since 2012
1317 S Main Rd #1b, Vineland, NJ
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MAC Financial Group

MAC Financial Group

(6)
“He's helping me systematize my construction business by creating time tracking, budgetary, and bookkeeping workflows so our projects run more smoothly and efficiently.”
Transparent Fees & Pricing
In Business Since 2018
Free Initial Consultation
Serving Dover Area
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Radcliffe Financial

Radcliffe Financial

(2)
Useful Links, Who We Serve, Serving the Community
“We have been using Randy Cooper and his people for over 20 years.”
In Business Since 2022
Serving Dover Area
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Liberty Point Advisors

Liberty Point Advisors

“For over 20 years, our team at Liberty Point Advisors has accompanied clients through the journey of life, supporting and advising them as they strive to achieve their financial goals. We partner with our clients and guide them so they can use their ...”
Accepts All Major Credit Cards
In Business Since 2017
782 S Brewster Rd STE B2, Vineland, NJ
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Dickinson & Co., Cpa's

Dickinson & Co., Cpa's

(1)
“Highly professional”
Transparent Fees & Pricing
In Business Since 2010
Serving Dover Area
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Eglseder Wealth Management Group

Eglseder Wealth Management Group

(2)
“We look forward to a long working relationship with his firm.”
In Business Since 2011
Serving Dover Area
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Retirement Planning and Investment Management Services in Dover, DE Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 374 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 374 cost profiles.

Why these companies made our list

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