Financial Planners in Delaware
12 financial planners across Delaware that have a website and a public review record, ordered by Google rating. Listings are compiled from public sources.
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.
The highest-rated financial planner in Delaware is Black Diamond Financial Solutions (5.0★, 87 reviews). 11 of 12 rated financial planners hold a 4.5★ or higher Google rating.
Top 12 of 12 Financial Planners
1.
Black Diamond Financial Solutions
★★★★★★★★★★5.0(87 Google reviews)✓ Verified on Google
Financial Planning · 19409 Plantation Rd Building 2 Unit 1, Rehoboth Beach, DE 19971
2.
Blue Rock Financial Group - Financial Planning
★★★★★★★★★★5.0(65 Google reviews)✓ Verified on Google
Financial Planning · 37458 Oyster House Rd, Rehoboth Beach, DE 19971
3.
Delaware Wealth Planners
★★★★★★★★★★5.0(35 Google reviews)✓ Verified on Google
Financial Planning · 2301 Pennsylvania Ave, Wilmington, DE 19806
4.
CSG Financial
★★★★★★★★★★5.0(29 Google reviews)✓ Verified on Google
Financial Planning · 3980 N Dupont Hwy, Dover, DE 19901
Services: advisory
5.
First Command
★★★★★★★★★★5.0(27 Google reviews)✓ Verified on Google
Financial Planning · 4608 S Dupont Hwy # 1, Dover, DE 19901
6.
Dan White & Associates
★★★★★★★★★★5.0(22 Google reviews)✓ Verified on Google
Financial Planning · Sandhill Plaza, 118 Sandhill Dr Suite 103, Middletown, DE 19709
Services: advisory
7.
Back Bay Financial Planning & Investments, LLC
★★★★★★★★★★5.0(15 Google reviews)✓ Verified on Google
Financial Planning · 39682 Sunrise Ct #303, Bethany Beach, DE 19930
8.
Straight Forward Financial
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 156 N Bayberry Pkwy, Middletown, DE 19709
9.
Dedicated Financial
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 18422 Coastal Hwy Suite #203, Lewes, DE 19958
10.
InFocus Financial Advisors Inc.
★★★★★★★★★★4.8(5 Google reviews)✓ Verified on Google
Financial Planning · 25 Chestnut St, Georgetown, DE 19947
11.
BCM Wealth Management - A Shepherd Financial Partner
★★★★★★★★★★4.6(31 Google reviews)✓ Verified on Google
Financial Planning · 3801 Kennett Pike Building B, Suite 206, Greenville, DE 19807
12.
Diversified LLC
★★★★★★★★★★4.3(6 Google reviews)✓ Verified on Google
Financial Planning · 3705 Concord Pike, Wilmington, DE 19803
Services: advisory
Top financial planners in Delaware
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Black Diamond Financial Solutions | Financial Planning | 5.0 / 5 | 87 |
| 2 | Blue Rock Financial Group - Financial Planning | Financial Planning | 5.0 / 5 | 65 |
| 3 | Delaware Wealth Planners | Financial Planning | 5.0 / 5 | 35 |
| 4 | CSG Financial | Financial Planning | 5.0 / 5 | 29 |
| 5 | First Command | Financial Planning | 5.0 / 5 | 27 |
Cities With Fewer Than 5 Financial Planners
These cities are covered on the full city page.
- Wilmington (2)
- Dover (2)
- Rehoboth Beach (2)
- Middletown (2)
- Lewes (1)
- Georgetown (1)
Other Financial Planners in Delaware
12 financial planners in cities without a financial planner page of their own.
- Black Diamond Financial Solutions Rehoboth Beach
- Blue Rock Financial Group - Financial Planning Rehoboth Beach
- Delaware Wealth Planners Wilmington
- CSG Financial Dover
- First Command Dover
- Dan White & Associates Middletown
- Back Bay Financial Planning & Investments, LLC Bethany Beach
- Straight Forward Financial Middletown
- Dedicated Financial Lewes
- InFocus Financial Advisors Inc. Georgetown
- BCM Wealth Management - A Shepherd Financial Partner Greenville
- Diversified LLC Wilmington
Frequently asked questions
- How many financial planners are in Delaware?
- We list 12 financial planners across Delaware that have a website and a public review record, ranked by Google rating.
- Financial planners and accountants?
- Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.
- How much do financial planners charge?
- Fees vary by complexity. As a national reference: individual tax return $150–$450, monthly bookkeeping $200–$700, business return $500–$2,500+. Request a written estimate from each firm.
Other services in Delaware: CPAs & Accountants|Bookkeepers|Tax Preparers