Top Rated Financial Advisors in Newark , Delaware

Telephone: 302-438-0409

www.dsfg.com

Additional Information:

Years of Experience:
16 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Marc Hansen

JPL Asset Management and Planning

CFP^®

Marc Hansen, a financial fiduciary, provides financial services to clients in the Wilmington, Delaware area. Marc holds a CFP^® certification. Marc has over 20 years of experience.

Wilmington, DE

Telephone: 302-225-5497

https://www.paladinregistry.com/financial-advisor/wilmington-delaware/Marc.Hansen

Additional Information:

Years of Experience:
20 Years

Fee Structure

Commissions
Flat Fee
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Investment Advice & Management

Name(s) of Custodian(s):
Charles Schwab

Diversified, LLC

CFP^®

Diversified, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Talleyville Postal Store, Delaware area.

Talleyville Postal Store, DE

Telephone: 302-765-3500

https://diversifiedllc.com

Additional Information:

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
SEI, Charles Schwab, Fidelity

Vanguard Personal Advisor

Vanguard Personal Advisor, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Malvern, Pennsylvania area.

Malvern, PA

Telephone: 800-211-7806

https://investor.vanguard.com/corporate-portal/

Additional Information:

Fee Structure

Fee-Based

Financial Services Provided:

Retirement Planning
Education Funding and Planning

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Bel Air, Maryland area.

Bel Air, MD

Telephone: 888-242-6766

https://allworthfinancial.com/

Additional Information:

Fee Structure

Fee-Based

Financial Services Provided:

Retirement Planning
Tax Advice and Services
Estate Planning & Trusts

Name(s) of Custodian(s):
TD Ameritrade

Matthew Haraburda

Bernardo Wealth Planning

CFP^®, CFA^®

Matthew Haraburda, a financial fiduciary, provides financial services to clients in the Berwyn, Pennsylvania area. Matthew holds a CFP^®, CFA^® certification. Matthew has over 11 years of experience.

Berwyn, PA

Telephone: 610-420-0224

https://www.bernardowealthplanning.com/

Additional Information:

Years of Experience:
11 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $500,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the West Conshohocken, Pennsylvania area.

West Conshohocken, PA

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

Limerick Financial Group, LLC.

BCA, BCM, CDS,CES, CIS, CSS, CTS, CAS^™, RFC^®, MSFS, BCE, CFS

Limerick Financial Group, LLC., a financial fiduciary firm, has been a Paladin Registry member since 2012 and provides financial services to clients in the Limerick, Pennsylvania area.

Limerick, PA

Telephone: 610-495-7911

www.limerickfinancialgroup.com

Additional Information:

Years of Experience:
40 Years

Fee Structure

Fee-Only
Based on Assets

Asset Requirement: $500,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Axos

Edelman Financial Engines, LLC

Rohi Batra, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Cherry Hill, New Jersey area.

Cherry Hill, NJ

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Chris Schiesser CFP<sup>®</sup>

Prudential

CFP^®

Chris Schiesser CFP<sup>®</sup>, a financial fiduciary, provides financial services to clients in the Hunt Valley, Maryland area. Chris holds a CFP^® certification. Chris has over 11 years of experience.

Hunt Valley, MD

Telephone: 410-937-7578

https://www.prudential.com/advisor/chris-schiesser

Additional Information:

Years of Experience:
11 Years

Edelman Financial Engines, LLC

Ashley Zephir, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Towson, Maryland area.

Towson, MD

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Edelman Financial Engines, LLC

Patrick Durbin, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Annapolis, Maryland area.

Annapolis, MD

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Edelman Financial Engines, LLC

Seth Gusman, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Ellicott City, Maryland area.

Ellicott City, MD

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Edelman Financial Engines, LLC

Amanda Salyer, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Allentown, Pennsylvania area.

Allentown, PA