Best Financial Advisors near New Castle, DE
There are no firms listed in New Castle itself yet; the 15 below are the closest options, from Wilmington (5 mi).
1 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Parrish Money Management
Riversedge Advisors
“He helps them with easy financial planning for their retirement so they can focus on running their business now.”
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Onpoint Partners
“Our Church/Preschool have been working with OnPoint Partners for bookkeeping needs, and they have been absolutely fantastic.”
Patria Wealth Group
“They take the time to explain things clearly, answer questions, and make sure you feel comfortable with every step.”
Nichols & Associates PA
“I would give 6 stars if I could, I own small businesses and he always keeps me on the right path and informed.”
The 15 firms listed for New Castle, 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: New Castle, DE
14 of the 15 firms on this page have a rating, from 1.0 to 5.0 across 179 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website and 5 have a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers remote or virtual consultations and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 12 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.
Do firms listed for New Castle take financial planning bookings online?
6 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Van Buren Financial Group
“James Boyd (our financial advisor) is a consummate professional who is also very personable.”
Delaware Wealth Planners
“Damon was very helpful by providing details and easing my investment and Medicare concerns.”
Covenant Wealth Strategies
“We appreciate the courtesy and professionalism of everyone, and especially Ward's wealth of knowledge to reassure us of our financial security.”
Affinity Wealth Management
Lighthouse Financial
“They understand our mission and values, and it shows in the care they take to ensure our resources are invested wisely and aligned with our goals.”
Clariti Wealth Advisors
Smart Tax Free Retirement - Home of the IRA Guys
“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.”
Poole Locke Associates
“Has been a tremendous asset for my family regarding all our pre retirement strategies.”
Raymond James & Associates
Why these companies made our list
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