Find Top Financial Advisors Near Rehoboth Beach, Delaware
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BLUE ROCK FINANCIAL GROUP
Rehoboth Beach, Delaware
Blue Rock Financial Group is a reputable investment advisory firm headquartered in Rehoboth Beach, DE, with two offices catering to a diverse clientele. With a total of eight dedicated professionals, six of whom specialize in providing top-notch investment advisory services, Blue Rock Financial Group excels in managing clients' assets. On average, each investment advisor oversees approximately $34,550,000 in assets under management, leveraging their expertise to deliver optimal financial outcomes.
The firm boasts a comprehensive compensation structure, tailored to meet clients' individual needs. Their remuneration methods include a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility. While 401K and individual accounts constitute less than 30% of their managed assets, Blue Rock Financial Group possesses the necessary expertise to efficiently manage employer funds. Remarkably, 72% of the assets they handle are under discretionary management, reflecting the trust and confidence their clients place in their decision-making capabilities.
With over 230 valued individual clients, Blue Rock Financial Group has amassed an impressive $207,300,000 in assets under management. The firm takes pride in its team of highly experienced advisors, including distinguished professionals such as Jeffrey Kaczmarczyk, James Whalen, and Todd Roselle, who have been serving clients with unwavering dedication for an extended period.
Blue Rock Financial Group's commitment to providing personalized and comprehensive investment advisory services sets them apart in the industry. With a proven track record and a client-centric approach, they continue to build lasting relationships and deliver exceptional financial guidance to individuals and organizations alike.
BELL ROCK CAPITAL, LLC
Rehoboth Beach, Delaware
Bell Rock Capital, LLC is a reputable investment advisory firm headquartered in Rehoboth Beach, DE, offering its services to a diverse client base. With an impressive track record, Bell Rock Capital manages assets totaling over $192,724,000 for more than 230 individual clients. This local firm operates across four strategically located offices to provide personalized financial advice and investment management solutions.
While Bell Rock Capital's expertise extends beyond individual and 401K accounts, these assets constitute less than 30% of their total portfolio. The firm boasts comprehensive capabilities to effectively handle employer funds. Notably, all assets under their management are discretionary, ensuring optimal flexibility to meet client objectives.
Specializing in serving high net worth individuals, Bell Rock Capital maintains a compensation structure that encompasses various models, including a percentage of assets under management and fixed fees. This approach ensures alignment with clients' financial goals while fostering transparency and trust.
The team at Bell Rock Capital consists of six dedicated professionals, with five specifically focused on delivering investment advisory services. With an average of approximately $38,540,000 in assets under management per investment advisor, the firm demonstrates its commitment to maintaining a favorable client-to-advisor ratio, allowing for personalized attention and customized strategies.
Drawing on its experienced staff, Bell Rock Capital takes pride in its long-tenured advisors, such as Sara Lawson, Marguerite Toroian, and Jacqueline Reeves. Their wealth of knowledge and commitment to client success contribute significantly to the firm's sterling reputation and exceptional service.
WEALTH MANAGEMENT GROUP
Dover, Delaware
Wealth Management Group, based out of Dover, DE, is a local investment advisory firm with a team of six highly skilled professionals dedicated to providing exceptional wealth management services. With an average of $55,500,000 in assets under management per investment advisor, they offer industry-standard investment advisory services to their diverse clientele.
With over 220 individual clients, Wealth Management Group manages an impressive $312,609,000 in assets. Their expertise lies in catering to high-net-worth individuals, as the majority of their managed assets are for this affluent segment. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds.
Wealth Management Group's compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs and preferences. As a fully discretionary firm, they have complete authority to make investment decisions on behalf of their clients, allowing for proactive and strategic portfolio management.
Operating from three conveniently located offices, Wealth Management Group boasts a strong team of advisors, including long-tenured professionals like Raymond Book, Scott Brown, and Christine Lawrence. Their collective expertise and dedication to serving clients' financial goals make them a trusted partner in wealth management.
With a commitment to personalized service, expert advice, and a track record of success, Wealth Management Group stands as a reliable choice for individuals seeking comprehensive wealth management solutions in Dover, DE, and beyond.
PKS INVESTMENT ADVISORS LLC
Salisbury, Maryland
PKS Investment Advisors LLC, based out of Salisbury, MD, is a local investment advisory firm specializing in providing comprehensive financial solutions. With a team of 7 dedicated professionals, including 5 experienced investment advisors, PKS Investment Advisors offers personalized wealth management services to a diverse clientele.
The firm boasts an impressive average of $161,060,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is flexible, encompassing various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have tailored fee arrangements that suit their individual needs.
With over 320 individual clients and assets under management exceeding $149,236,000, PKS Investment Advisors demonstrates its solid reputation and successful track record. Notably, nearly half of their managed assets originate from employer 401K plans and individuals, reflecting their extensive experience and expertise in this realm. An impressive 98% of the assets they oversee are discretionary, illustrating the trust placed in their professional judgment.
In addition to investment advisory services, PKS Investment Advisors also serves as an insurance broker or agent, providing comprehensive risk management solutions to further safeguard their clients' financial interests.
Operating from three offices, PKS Investment Advisors leverages their local presence to better serve the Salisbury community and beyond. The firm takes pride in their team's longevity, with seasoned advisors such as Daniel O'Connell, Michael Kleger, and John Stern, who bring a wealth of knowledge and experience to the table.
Overall, PKS Investment Advisors LLC distinguishes itself through its high-value asset management, comprehensive range of financial services, and dedication to delivering personalized solutions tailored to each client's goals and objectives.
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PKS INVESTMENT ADVISORS LLC
Salisbury, Maryland
PKS Investment Advisors LLC, based out of Salisbury, MD, is a local investment advisory firm specializing in providing comprehensive financial solutions. With a team of 7 dedicated professionals, including 5 experienced investment advisors, PKS Investment Advisors offers personalized wealth management services to a diverse clientele.
The firm boasts an impressive average of $161,060,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is flexible, encompassing various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have tailored fee arrangements that suit their individual needs.
With over 320 individual clients and assets under management exceeding $149,236,000, PKS Investment Advisors demonstrates its solid reputation and successful track record. Notably, nearly half of their managed assets originate from employer 401K plans and individuals, reflecting their extensive experience and expertise in this realm. An impressive 98% of the assets they oversee are discretionary, illustrating the trust placed in their professional judgment.
In addition to investment advisory services, PKS Investment Advisors also serves as an insurance broker or agent, providing comprehensive risk management solutions to further safeguard their clients' financial interests.
Operating from three offices, PKS Investment Advisors leverages their local presence to better serve the Salisbury community and beyond. The firm takes pride in their team's longevity, with seasoned advisors such as Daniel O'Connell, Michael Kleger, and John Stern, who bring a wealth of knowledge and experience to the table.
Overall, PKS Investment Advisors LLC distinguishes itself through its high-value asset management, comprehensive range of financial services, and dedication to delivering personalized solutions tailored to each client's goals and objectives.
LOKKEN INVESTMENT GROUP, LLC
Lewes, Delaware
Lokken Investment Group, LLC is a reputable and experienced investment advisory firm based out of Lewes, DE. With a team of five dedicated professionals, four of whom specialize in providing comprehensive investment advisory services, they offer expert guidance to a diverse client base. Their impressive average of approximately $186,170,000 in assets under management per investment advisor sets them apart in the industry, reflecting their commitment to delivering exceptional results for their clients.
The firm's compensation structure is designed to align their interests with those of their clients. They employ various methods, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their fee arrangements.
Lokken Investment Group, LLC has established a strong foothold in the market, boasting over 360 individual clients with a combined total of over $235,823,000 in assets under management. Their extensive experience in managing employer 401Ks and individual portfolios highlights their expertise and track record in this specialized area.
As a small investment advisory firm, Lokken Investment Group, LLC operates from two offices, providing personalized service and accessibility to their clients. Their team comprises seasoned professionals, including Jessica Bimonte, Sean Merlonghi, and Jonathan Lokken, who have been with the firm for many years, contributing to its stability and continuity.
With a 100% discretionary approach to managing assets, Lokken Investment Group, LLC ensures their clients' portfolios are overseen with utmost care and flexibility, adapting to market conditions and individual goals. Their dedication, expertise, and exceptional client service make them a trusted partner in achieving financial success.
BIG INVESTMENT SERVICES
Dover, Delaware
Big Investment Services, headquartered in Dover, DE, is a small investment advisory firm specializing in managing assets for individuals and employer 401Ks. With a total of five employees, including one dedicated investment advisor, the firm boasts an impressive average of $40,560,000 in assets under management per advisor.
The compensation structure at Big Investment Services is diverse, incorporating various methods such as a percentage of assets under management and performance-based fees. This multi-tiered approach ensures that the firm aligns its interests with those of its clients while promoting consistent growth.
Big Investment Services has established itself as a trusted partner for over 440 individual clients, overseeing a substantial $189,213,000 in assets under management. Their extensive experience in managing employer 401Ks and individual portfolios has solidified their position in the industry.
One notable characteristic of Big Investment Services is that 98% of the assets they manage are discretionary, highlighting the firm's expertise in making autonomous investment decisions based on their clients' objectives and risk tolerance.
Operating out of a single office, the firm prides itself on its personalized approach to client relationships. David Boothe and Anna Hibbitt, two of the longest-tenured registered advisors, contribute their wealth of experience and expertise to the success of the firm.
With a strong commitment to providing exceptional investment advisory services and a proven track record, Big Investment Services remains dedicated to helping their clients achieve their financial goals while navigating the complexities of the ever-changing market.
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