Best Financial Advisors in Wilmington, DE

The highest-rated Financial Planning & Wealth Management companies out of 132 vetted & reviewed in the Wilmington area.

Wx Risk Global

Wx Risk Global

“Wx Risk Global is a global weather risk solutions company that provides weather and natural peril risk mitigation products and services to individuals, organizations, cities, and nations world-wide, that have the greatest potential of falling victim ...”
In Business Since 2013
919 N Market St #950, Wilmington, DE
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Nichols & Associates PA

Nichols & Associates PA

(1)
Quickbooks Services, Services For Individuals, Tax Services
“I would give 6 stars if I could, I own small businesses and he always keeps me on the right path and informed.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2000
Licensed, BBB Rating: A+
2300 W Newport Pike, Wilmington, DE
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Bassett, Dawson & Foy

Bassett, Dawson & Foy

“Bassett, Dawson & Foy, Inc. is an independent practice established in 1985distinctly qualified to provide you with all of your financial planning needs. In addition, unlike many other financial planning companies, we have an attorney on staffready to...”
Remote Consultations Available
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1990
1011 Centre Rd #110, Wilmington, DE
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BCM Wealth Management

BCM Wealth Management

(21)
BCM Launch, Employer Sponsored Retirement Plans, Non-Profit Endowment Management
“I have plenty of loans taken out already but they worked with me to make a plan on what loans I'll need in the future and how I'll eventually start paying them back.”
In Business Since 2008
CEFEX Certified
5807 Kennett Pike, Wilmington, DE
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Van Buren Financial Group

Van Buren Financial Group

Accounting & Payroll Services, Registered Agent Info, Financial Services
“As a full-service firm in Wilmington, DE, we assist clients in all aspects of their financial lives, from reducing taxes to buying their first home to starting a business. Comprised of a number of experienced professionals in the tax and financial in...”
In Business Since 2011
Licensed, BBB Rating: A+
615 W 18th St, Wilmington, DE
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Metro Payment Technologies

Metro Payment Technologies

(13)
  • Merchant Services
  • Rates
  • Credit Card
“It has been a pleasure dealing with them and I have the security of knowing that my credit card processing is always taken care of efficiently with a focus on what is financially best for my company.”
Remote Consultations Available
Free Initial Consultation
In Business Since 2020
EMV Certified
510 Century Blvd, Wilmington, DE
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Lighthouse Financial

Lighthouse Financial

(1)
“Feel safe dealing with this group”
Accepts All Major Credit Cards
In Business Since 2009
Licensed, BBB Rating: A+
501 Silverside Rd, Wilmington, DE
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Genuine Financial Advisors

Genuine Financial Advisors

(9)
Medicare, Home & Auto Insurance, College Financial Planning
“I am very satisfied that my Local was able to link up with the Patria Group and look forward to many years of working together and having them walk me into my retirement with ease of mind when the time comes.”
In Business Since 2021
NPN #16762706
501 Silverside Rd #31, Wilmington, DE
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Riversedge Advisors

Riversedge Advisors

(13)
  • Team
“One idea they had for us that we are now implementing for the second year in a row saved us over $50,000 in taxes - and our CPA, a seasoned pro, didn't even know it existed until Brian shared the strategy.”
In Business Since 2018
1 Avenue of the Arts Suite 2, Wilmington, DE
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Navigate Financial Aid

Navigate Financial Aid

(11)
  • College
“Rob and the NFA team take the worry out of the entire financial aid process, from the creation of the annual FAFSA, guiding us through any unique institutional requirements or questions, to presenting numerous scholarship opportunities for my son and...”
In Business Since 2012
1708 Lovering Ave, Wilmington, DE
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Affinity Wealth Management

Affinity Wealth Management

Investment Services, Financial Services, Estate Planning
“Is your life busy or full? Since in 1974, Affinity has helped clients create life experiences that match their personal and financial goals. We believe anyone can create any life they want, and we help clients live the best life possible. We do it, b...”
Accepts All Major Credit Cards
In Business Since 1978
Licensed
2961 Centerville Rd Suite 310, Wilmington, DE
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Global Connect Pro Financial

Global Connect Pro Financial

(1)
Credit Card Processing, Financial Analysis Services, Accounting Services
“They explained various financing options and guided me in getting best option for my business.”
In Business Since 2017
Offers Financing Options
1201 N Orange St, Wilmington, DE
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Midatlantic Retirement Planning Specialists

Midatlantic Retirement Planning Specialists

(9)
“I was more than satisfied with my experience at Mid Atlantic.”
In Business Since 2001
228 Philadelphia Pike A, Wilmington, DE
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Pango Financial

Pango Financial

(1)
“I am a small business owner and applied for a PPP loan.”
Free Initial Consultation
In Business Since 2012
Offers Financing Options
1011 Centre Rd #104, Wilmington, DE
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Wealth Wisdom Group

Wealth Wisdom Group

(4)
“Bill has always been helpful and given excellent advice.”
In Business Since 2018
Family Business
701 Foulk Rd #2G, Wilmington, DE
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Bumpers & Company, Certified Public Accountants

Bumpers & Company, Certified Public Accountants

(3)
Bookkeeping & Quickbooks Services, Foreign Entity Filing, Accounting & Auditing
“He has been unbelievably accessible and bends over backwards to help us or get us any information that we need both for our office and also personally.”
In Business Since 2002
1104 Philadelphia Pike, Wilmington, DE
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Covenant Wealth Strategies

Covenant Wealth Strategies

(1)
Community Outreach
“Great bathroom”
In Business Since 2006
15 Middleton Dr, Wilmington, DE
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Diversified

Diversified

(1)
Beyond Financial Planning, Financial Planning, Wealth Management
“Great company.”
In Business Since 2014
2200 Concord Pike Suite 104, Wilmington, DE
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Commonwealth Trust Company

Commonwealth Trust Company

(1)
Personal Trust Administration, Why Set Up a Trust, Directed Trustee Services
“This company is a great idea for those who are unfortunate in these times.”
In Business Since 2020
29 Bancroft Mills Rd, Wilmington, DE
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Herdeg Du Pont & Dalle Pazze

Herdeg Du Pont & Dalle Pazze

Trust and Estate Litigation, Retirement Planning, Guardianships
“Herdeg, du Pont & Dalle Pazze provides advice and resources to out-of-state attorneys regarding the creation and administration of Delaware trusts and the creation, organization, and operation of Delaware business entities of all types. We assist wit...”
In Business Since 1999
15 Center Meeting Rd, Wilmington, DE
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Poole Locke Associates

Poole Locke Associates

Fiduciary Advisor, Final Expense, Social Security Maximization
“Click here to preview a short animated video illustrating some important facts about stock market history that you should know. By understanding how certain patterns tend to repeat themselves, you'll be better prepared to sort through the Wall Street...”
In Business Since 2017
1521 Concord Pike Ste 301 West, Wilmington, DE
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Smart Tax Free Retirement - Home of the IRA Guys

Smart Tax Free Retirement - Home of the IRA Guys

(4)
  • Risk
“Anyone looking for a financial planner to point them in the right direction and then walk you through the steps, I would definitely recommend this company.”
In Business Since 2017
234 Philadelphia Pike Suite 8, Wilmington, DE
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Alvini & Associates Financial

Alvini & Associates Financial

(1)
“From designing a get-out-of-debt plan for me in 2016, to helping me seamlessly filing my personal and business taxes every year, I am very thankful for the care, knowledge and attention Matt and his team provide.”
In Business Since 2010
Licensed, BBB Rating: A+
29 Bancroft Mills Rd #200, Wilmington, DE
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Lindenberg Financial

Lindenberg Financial

“We believe that our success is tied to our amazing client relationships. Communication is embraced by every team-member as our #1 core-value and through teamwork, we assist with strategic financial planning. The benefits:”
In Business Since 2009
Licensed, BBB Rating: A+
5301 Limestone Rd Suite #226, Wilmington, DE
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Retirement Planning and Investment Management Services in Wilmington, DE Cost Estimates

Minimum cost
$1106
Maximum cost
$9394
National Average
$3316
Avg Per Hour Rates
$332
$2211
$6079
Typical price range is based on 338 cost profiles
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Average Cost $3316
Minimum cost $1106
Maximum cost $9394
Avg Per Hour Rates $332

Typical range $2211 to $6079 is based on 338 cost profiles.

Why these companies made our list

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