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Financial Planners in Delaware

Compare 51 financial planners across Delaware, ranked by real Google rating. Listings compiled from public sources.

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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 planning in Delaware is Black Diamond Financial Solutions (5.0★, 87 reviews). 27 of 29 rated financial plannings hold a 4.5★ or higher Google rating.

51 shown
Black Diamond Financial Solutions
BD
Black Diamond Financial Solutions✓ Verified
Financial PlanningRehoboth Beach, DE
Financial Planning in Rehoboth Beach, Delaware offering financial planning. Rated 5.0★ across 87 Google reviews.
★5.0(87)
☎↗Claim
Blue Rock Financial Group - Financial Planning
BR
Blue Rock Financial Group - Financial Planning✓ Verified
Financial PlanningRehoboth Beach, DE
Financial Planning in Rehoboth Beach, Delaware offering financial planning. Rated 5.0★ across 65 Google reviews.
★5.0(65)
☎↗Claim
Delaware Wealth Planners
DW
Delaware Wealth Planners✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning. Rated 5.0★ across 35 Google reviews.
★5.0(35)
☎↗Claim
CSG Financial
CF
CSG Financial✓ Verified
Financial PlanningDover, DE
Financial Planning in Dover, Delaware offering financial planning, and advisory. Rated 5.0★ across 29 Google reviews.
★5.0(29)
☎↗Claim
First Command
FC
First Command✓ Verified
Financial PlanningDover, DE
Financial Planning in Dover, Delaware offering financial planning. Rated 5.0★ across 27 Google reviews.
★5.0(27)
☎↗Claim
Dan White & Associates
DW
Dan White & Associates✓ Verified
Financial PlanningMiddletown, DE
Financial Planning in Middletown, Delaware offering financial planning, and advisory. Rated 5.0★ across 22 Google reviews.
★5.0(22)
☎↗Claim
Back Bay Financial Planning & Investments, LLC
BB
Back Bay Financial Planning & Investments, LLC✓ Verified
Financial PlanningBethany Beach, DE
Financial Planning in Bethany Beach, Delaware offering financial planning. Rated 5.0★ across 15 Google reviews.
★5.0(15)
☎↗Claim
Straight Forward Financial
SF
Straight Forward Financial✓ Verified
Financial PlanningMiddletown, DE
Financial Planning in Middletown, Delaware offering financial planning. Rated 5.0★ across 8 Google reviews.
★5.0(8)
☎↗Claim
I AM Financial Coaching
IA
I AM Financial Coaching✓ Verified
Financial PlanningMilford, DE
Financial Planning in Milford, Delaware offering financial planning, and advisory. Rated 5.0★ across 7 Google reviews.
★5.0(7)
☎Claim
Dedicated Financial
DF
Dedicated Financial✓ Verified
Financial PlanningLewes, DE
Financial Planning in Lewes, Delaware offering financial planning. Rated 5.0★ across 6 Google reviews.
★5.0(6)
☎↗Claim
Janney Montgomery Scott
JM
Janney Montgomery Scott✓ Verified
Financial PlanningLewes, DE
Financial Planning in Lewes, Delaware offering financial planning, and advisory.
★5.0(4)
☎↗Claim
Montchanin Wealth Management - UBS Financial Services Inc.
MW
Montchanin Wealth Management - UBS Financial Services Inc.✓ Verified
Financial PlanningGreenville, DE
Financial Planning in Greenville, Delaware offering financial planning, and advisory.
★5.0(3)
☎↗Claim
Chesapeake Wealth Advisors of Janney Montgomery Scott
CW
Chesapeake Wealth Advisors of Janney Montgomery Scott✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning, and advisory.
★5.0(2)
☎↗Claim
Gunn Wealth Management
GW
Gunn Wealth Management✓ Verified
Financial PlanningDover, DE
Financial Planning in Dover, Delaware offering financial planning.
★5.0(2)
☎↗Claim
Merrill Lynch Wealth Management
ML
Merrill Lynch Wealth Management✓ Verified
Financial PlanningRehoboth Beach, DE
Financial Planning in Rehoboth Beach, Delaware offering financial planning.
★5.0(2)
☎↗Claim
Tripp Wealth Solutions
TW
Tripp Wealth Solutions✓ Verified
Financial PlanningMilford, DE
Financial Planning in Milford, Delaware offering financial planning, and advisory.
★5.0(2)
☎↗Claim
Butler Financial - Raymond James Financial Services
BF
Butler Financial - Raymond James Financial Services✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning, and advisory.
★5.0(1)
☎↗Claim
Compass Investment Advisors
CI
Compass Investment Advisors✓ Verified
Financial PlanningDover, DE
Financial Planning in Dover, Delaware offering financial planning.
★5.0(1)
☎↗Claim
Dawson Wealth Management LLC
DW
Dawson Wealth Management LLC✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning, and advisory.
★5.0(1)
☎↗Claim
Foresight Solutions, LLC
FS
Foresight Solutions, LLC✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning.
★5.0(1)
☎↗Claim
Hawthorn
H
Hawthorn✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning, and advisory.
★5.0(1)
☎↗Claim
Merrill Lynch Financial Advisor Kyle Ricker
ML
Merrill Lynch Financial Advisor Kyle Ricker✓ Verified
Financial PlanningRehoboth Beach, DE
Financial Planning in Rehoboth Beach, Delaware offering financial planning, and advisory.
★5.0(1)
☎↗Claim
Peter A Oldziey & Associates
PA
Peter A Oldziey & Associates
Financial PlanningDover, DE
Financial Planning in Dover, Delaware offering financial planning.
★5.0(1)
☎↗Claim
Savant Wealth Management
SW
Savant Wealth Management✓ Verified
Financial PlanningMiddletown, DE
Financial Planning in Middletown, Delaware offering financial planning.
★5.0(1)
☎↗Claim
Westover Capital Advisors LLC
WC
Westover Capital Advisors LLC✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning.
★5.0(1)
☎↗Claim
InFocus Financial Advisors Inc.
IF
InFocus Financial Advisors Inc.✓ Verified
Financial PlanningGeorgetown, DE
Financial Planning in Georgetown, Delaware offering financial planning. Rated 4.8★ across 5 Google reviews.
★4.8(5)
☎↗Claim
BCM Wealth Management - A Shepherd Financial Partner
BW
BCM Wealth Management - A Shepherd Financial Partner✓ Verified
Financial PlanningGreenville, DE
Financial Planning in Greenville, Delaware offering financial planning. Rated 4.6★ across 31 Google reviews.
★4.6(31)
☎↗Claim
Diversified LLC
DL
Diversified LLC✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning, and advisory. Rated 4.3★ across 6 Google reviews.
★4.3(6)
☎↗Claim
Arden Trust Company
AT
Arden Trust Company
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning.
★1.0(1)
☎↗Claim
20/20 Financial Advisers of Delaware
2F
20/20 Financial Advisers of Delaware
Financial PlanningElsmere, DE
Financial Planning in Elsmere, Delaware offering financial planning.
Not yet rated
☎↗Claim
Ameriprise Financial
AF
Ameriprise Financial
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning, and advisory.
Not yet rated
☎↗Claim
Ashland Associates
AA
Ashland Associates
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning.
Not yet rated
☎Claim
Bassett, Brosius, Foy & Associates
BB
Bassett, Brosius, Foy & Associates✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning, and advisory.
Not yet rated
☎↗Claim
Equity Financial Services
EF
Equity Financial Services
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning.
Not yet rated
Claim
erskine financial services
EF
erskine financial services
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning.
Not yet rated
☎↗Claim
Family Office Solutions, LLC
FO
Family Office Solutions, LLC✓ Verified
Financial PlanningGreenville, DE
Financial Planning in Greenville, Delaware offering financial planning.
Not yet rated
☎↗Claim
First Financial Group
FF
First Financial Group✓ Verified
Financial PlanningSmyrna, DE
Financial Planning in Smyrna, Delaware offering financial planning.
Not yet rated
☎↗Claim
Glenmede Trust
GT
Glenmede Trust✓ Verified
Financial PlanningGreenville, DE
Financial Planning in Greenville, Delaware offering financial planning.
Not yet rated
☎↗Claim
Joseph Baker CPA, CFP Ballast Financial Advisors
JB
Joseph Baker CPA, CFP Ballast Financial Advisors
Financial PlanningGeorgetown, DE
Financial Planning in Georgetown, Delaware offering financial planning.
Not yet rated
☎↗Claim
Lindenberg Financial, Inc.
LF
Lindenberg Financial, Inc.✓ Verified
Financial PlanningLewes, DE
Financial Planning in Lewes, Delaware offering financial planning, and advisory.
Not yet rated
☎↗Claim
Lisa LaMarche - Financial Advisor, Ameriprise Financial Services, LLC
LL
Lisa LaMarche - Financial Advisor, Ameriprise Financial Services, LLC✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning.
Not yet rated
☎↗Claim
Merrill Lynch Financial Advisor Bradford Donovan
ML
Merrill Lynch Financial Advisor Bradford Donovan✓ Verified
Financial PlanningRehoboth Beach, DE
Financial Planning in Rehoboth Beach, Delaware offering financial planning, and advisory.
Not yet rated
☎↗Claim
Merrill Lynch Financial Advisor Donald McLamb
ML
Merrill Lynch Financial Advisor Donald McLamb✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning, and advisory.
Not yet rated
☎↗Claim
PNC Private Bank
PP
PNC Private Bank✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning, and advisory.
Not yet rated
☎↗Claim
PSG Financial
PF
PSG Financial✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning.
Not yet rated
☎↗Claim
Raymond James Financial Services
RJ
Raymond James Financial Services✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning, and advisory.
Not yet rated
☎↗Claim
SAGE Consulting & Wealth Management
SC
SAGE Consulting & Wealth Management✓ Verified
Financial PlanningRehoboth Beach, DE
Financial Planning in Rehoboth Beach, Delaware offering financial planning.
Not yet rated
☎↗Claim
Savant Wealth Management
SW
Savant Wealth Management✓ Verified
Financial PlanningLewes, DE
Financial Planning in Lewes, Delaware offering financial planning.
Not yet rated
☎↗Claim
Savant Wealth Management
SW
Savant Wealth Management✓ Verified
Financial PlanningDover, DE
Financial Planning in Dover, Delaware offering financial planning.
Not yet rated
☎↗Claim
Shore To Shore Private Wealth of Janney Montgomery Scott
ST
Shore To Shore Private Wealth of Janney Montgomery Scott✓ Verified
Financial PlanningLewes, DE
Financial Planning in Lewes, Delaware offering financial planning, and advisory.
Not yet rated
☎↗Claim
Veery Capital
VC
Veery Capital✓ Verified
Financial PlanningWilmington, DE
Financial Planning in Wilmington, Delaware offering financial planning.
Not yet rated
☎↗Claim

Top financial planners in Delaware

#FirmServiceRatingReviews
1Black Diamond Financial Solutions✓Financial Planning★ 5.087
2Blue Rock Financial Group - Financial Planning✓Financial Planning★ 5.065
3Delaware Wealth Planners✓Financial Planning★ 5.035
4CSG Financial✓Financial Planning★ 5.029
5First Command✓Financial Planning★ 5.027

Financial Planners by city

Wilmington20Dover6Rehoboth Beach6Lewes5Greenville4Middletown3Georgetown2Milford2

Frequently asked questions

How many financial planners are in Delaware?+

Our directory lists 51 financial planners across Delaware, compiled from public sources and 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