Michael Staman (AWMA, CAP, CFP®, MPAS, MSPFP)

Michael Staman focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

I’m applying 25+ years of experience to a select number of families, helping them maximize their financial situation. I have expertise in retirement, tax, and estate planning, and especially enjoy helping with charitable giving.

NAPFA Start Date

March 27, 2023


This Office

208 Winterthur Ln Newark, DE 19711 Phone: (302) 464-8409