Connect with Top-Rated Financial Planners in Wilmington!

Affinity Wealth Management is an independent, objective wealth management firm that helps clients create a life lived-full through exploring all the possibilities with their money. Our wealth management and investment management process is designed to create a lifetime of great experiences and memories. Since 1974, Affinity has helped clients create life experiences that match their personal and financial means. We believe anyone can create any life they want, and we help clients live the best life possible. We do it, by helping people live more fully.

Financial House is a comprehensive wealth management firm that offers personalized services to individuals, families, and professionals seeking to achieve their financial goals. Our team of experienced planners, as Advisory Representatives of LPL Financial, has been serving clients in the Brandywine Valley and nationwide since 1988. We prioritize our relationship with each client, providing guidance, support, and care to help them build a financial foundation that will grow and serve them well through all stages of life. Our services include investment planning, retirement planning, estate planning, insurance planning, tax planning, and financial education. Our goal is to simplify decision-making and provide peace of mind for our clients.

Strategic Foresight Investments is a Wilmington, Delaware-based wealth management firm offering a unique approach to capturing investment returns while minimizing risk. The company focuses on long-term trends to identify opportunities and dangers. Its disciplined process integrates strategic foresight, fundamental analysis, investor confidence, and financial planning from a CFP Professional.

At Kaufman Financial Services, we don't just provide insurance products - we help individuals, families, and businesses develop cutting-edge strategies to ensure their financial futures. As a Delaware-domiciled life and health insurance agency, we have over 55 years of experience in wholesale distribution of insurance products and retail sales of insurance products. Our team is dedicated to providing superior services and products to our clients, and we are committed to developing solutions that guarantee a failsafe position for our clients.

Ameriprise Financial is a leading provider of financial planning and wealth management services. Our dedicated team of advisors offers personalized financial planning, investment management, and wealth protection strategies to help individuals and families achieve their financial goals.

Capital Markets IQ (CMIQ) is a full-service, independent Registered Investment Advisor providing personalized financial planning and management services to individuals, families, and businesses. With a global network of professionals and financial institutions, CMIQ offers comprehensive solutions for traditional and non-traditional investments, trusts, estate planning, retirement, tax planning, and more.