Delphinus Financial Advisors, LLC
DELPHINUS FINANCIAL ADVISORS is a professional advisory firm focused on creating optimized solutions for your personal financial planning and money management challenges.
Whether you're in search of smart wealth management, facilitated wealth accumulation, or simply looking for strategic retirement and/or education planning, it is of utmost importance that you work with a professional whom is worthy of your trust. To this end, I've taken every step reasonably possible to structure my firm in a manner consistent with this concern.
Two key elements of my structure are:
- Retainer based Fee-Only compensation
- Fiduciary level client-advisor relationships
A Fee-Only advisor has removed one of the most common obstacles to receiving advice you can count on, and believe in: the sales commission. Because a Fee-Only advisor is compensated ONLY by client fees, there is no financial incentive to recommend anything other than what is best for you.
Taking the relationship to the level of a Fiduciary further elevates the element of trust, and allows the advisor to take on the mantle of an advocate - someone that truly advocates for your highest financial good, constantly keeping you on the path of financial success and providing peace of mind.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.