The highest-rated Financial Planning & Wealth Management companies out of 165 vetted & reviewed in the Dover area.
Learn how we score.
Prominent finalists A-Z in Dover
Alpha Consulting
Andersen Wealth Management
BIG Investment Services
Clarity Financial Delaware
Compass Investment Advisors
Dickinson & Co., Cpa’s
Diehl Foraker Cpas
Eglseder Wealth Management Group
Fantini Research
Faw Casson CPA
First State Cpas and Associates
Fitzgerald Financial Group
Frank Leonards & Frank
Gardner Financial Planning
Gunn Wealth Management
Key Advisors Group
Lawter Wealth Management
Liberty Point Advisors
MAC Financial Group
Mitten & Winters Cpas
Peak Plans
Radcliffe Financial
The Fiduciary’s Friend
Tripp Wealth Solutions
View Profile
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.”
i
View Profile
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.”
i
View Profile
Gunn Wealth Management
(4)
“He only thinks guys who drive drunk and think they shouldn't be punished are bad people.”
i
View Profile
BIG Investment Services
(2)
“He helped us pay down a bunch of debt and start to get everything in order for our little one!”
“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.”
“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...”
“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...”
i
View Profile
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.”
i
View Profile
Fantini Research
(1)
“Fantastic Reports on the Gaming Industry”
i
View Profile
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 ...”
i
View Profile
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...”
i
View Profile
The Fiduciary's Friend
(1)
“Very knowledgeable and thorough when it comes to client's best interests.”
i
View Profile
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...”
i
View Profile
Alpha Consulting
i
View Profile
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.”
“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...”
i
View Profile
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”
“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..”
i
View Profile
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.”
i
View Profile
Radcliffe Financial
(2)
Useful Links, Who We Serve, Serving the Community
“We have been using Randy Cooper and his people for over 20 years.”
i
View Profile
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 ...”
i
View Profile
Dickinson & Co., Cpa's
(1)
“Highly professional”
i
View Profile
Eglseder Wealth Management Group
(2)
“We look forward to a long working relationship with his firm.”
i
Retirement Planning and Investment Management Services in Dover, DE Cost Estimates