Dover, DE

Popular Cities

Dover, DE
Join as a Pro

Best Financial Advisors in Dover, DE

24 firms listed · 9 in Dover · 3 open weekends · 17 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

View Profile
Mitten & Winters Cpas

Mitten & Winters Cpas

(11)
“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.”
BBB Rating: A+
In Business Since 1988
117 W Loockerman St #119, Dover, DE
i
View Profile
Peter A Oldziey & Associates

Peter A Oldziey & Associates

(1)
“Great work.”
BBB Rating: A+
In Business Since 1989
15 Park Dr, Dover, DE
i
View Profile
B.i.g. Investment Services

B.i.g. Investment Services

(2)
“Anything you're unsure of is explained in terms that are understandable.”
Accepts All Major Credit Cards
In Business Since 2010
450 Kings Hwy NE, Dover, DE
i
View Profile
Gunn Wealth Management

Gunn Wealth Management

(2)
“Excellent investment advice and found Mr.”
In Business Since 2009
11 N State St, Dover, DE
i
View Profile
First State Cpas and Associates

First State Cpas and Associates

(4)
“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
i
View Profile
Compass Investment Advisors

Compass Investment Advisors

Accepts All Major Credit Cards
In Business Since 2012
46 S State St, Dover, DE
i

The 24 firms listed for Dover, DE provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Dover, DE

Of the 24 firms we list here, 9 are in Dover itself and 15 come from towns including Vineland, NJ (3, 35 mi), Easton, MD (2, 40 mi) and Milford (1, 18 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 123 reviews; 17 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (4), tax services (4), financial planning (3), investment management (2) and tell a friend (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 17 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Dover listed here?

9 of the 24 firms are located in Dover. The others come from other towns within 45 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

View Profile
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
Easton, MD · 40 mi from Dover
i
View Profile
Wye Financial Partners

Wye Financial Partners

(1)
“I highly recommend the financial options offered here.”
NMLS # 607844
In Business Since 2015
Easton, MD · 40 mi from Dover
i
View Profile
Fantini Research

Fantini Research

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

Lawter Wealth Management

Offers Financing Options
In Business Since 2013
1305 S Governors Ave, Dover, DE
i
View Profile
Wealth Management Group

Wealth Management Group

In Business Since 2015
220 Beiser Blvd, Dover, DE
i
View Profile
Tripp Wealth Solutions

Tripp Wealth Solutions

In Business Since 2021
Milford, DE · 18 mi from Dover
i
View Profile
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
Galena, MD · 24 mi from Dover
i
View Profile
Clarity Financial Delaware

Clarity Financial Delaware

Free Initial Consultation
In Business Since 2022
Greenwood, DE · 23 mi from Dover
i
View Profile
Ignite Your Wealth

Ignite Your Wealth

Free Initial Consultation
Middletown, DE · 23 mi from Dover
i
View Profile
Fitzgerald Financial Group

Fitzgerald Financial Group

(16)
  • Team
  • Goals
  • Financial Advice
“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
Vineland, NJ · 35 mi from Dover
i
View Profile
Fabietti Hale Hammerstedt

Fabietti Hale Hammerstedt

(1)
“I've never been there but it looks like a nice house”
In Business Since 1963
Vineland, NJ · 35 mi from Dover
i
View Profile
Gardner Financial Planning

Gardner Financial Planning

(1)
“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 2009
Vineland, NJ · 35 mi from Dover
i
View Profile
Berkeridge Financial Services

Berkeridge Financial Services

(11)
  • Mind
  • Investment
  • Knowledge
“So, I am moving my retirement plan over to Stephen, because I know he will give me the type of attention and advice I need now that I am 60 and want to retire.”
North East, MD · 38 mi from Dover
i
View Profile
Blue Rock Financial Group - Financial Planning

Blue Rock Financial Group - Financial Planning

(20)
  • Questions
  • Goals
  • Team
“10/10 highly recommend for all of your financial planning needs.”
In Business Since 2012
Rehoboth Beach, DE · 39 mi from Dover
Featured

Embarking on the journey of planning for retirement involves strategic decision-making to secure a comfortable and financially stable future. In the realm of retirement accounts, the plethora of options can be overwhelming. Let's look into the different accounts and help guide towards the most fitting choice.nn1️⃣ Employer-Sponsored Plans:n401(k) plans offer enticing benefits like pre-tax contributions and potential employer matches. Assess the nuances and weigh the advantages of each, considering your employment context.nn2️⃣ Individual Retirement Accounts (IRAs):nTraditional IRAs provide tax deductions on contributions, while Roth IRAs offer tax-free withdrawals in retirement. The decision hinges on your preference for immediate tax benefits versus long-term tax advantages.nnIn this complex landscape, seeking guidance from a financial advisor is paramount. Regularly review your retirement plan to adapt to changing circumstances and stay informed on evolving tax laws. Remember, your retirement journey is unique, and a well-informed decision today lays the foundation for a secure tomorrow! nn#RetirementPlanning #FinancialWellness #CareerSuccess #InvestmentStrategy #BlueRockFinancialGroup...

i
View Profile
Dickinson & Co., Cpa's

Dickinson & Co., Cpa's

(1)
“Highly professional”
Transparent Fees & Pricing
In Business Since 2010
Buena, NJ · 40 mi from Dover
i
View Profile
Frank Leonards & Frank

Frank Leonards & Frank

In Business Since 2007
Woodstown, NJ · 35 mi from Dover
i
View Profile
Bishop Associates

Bishop Associates

(2)
“Best Accountant in DELAWARE”
In Business Since 2003
Newark, DE · 38 mi from Dover
i
View Profile
GAL Financial

GAL Financial

(3)
“She has great knowledge of financial planning and has helped me with reviewing the pros and cons of ROTH conversions.”
Transparent Fees & Pricing
In Business Since 2020
40 mi from Dover
i
HomeWealth Management AdvisorsDelawareDover, DE

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Financial Advisors near Dover

Popular in Dover

, DE
Back To Top