Vincent Schiavi (BS, CFP®, CPA/PFS)

Vincent Schiavi focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We are a multi-advisor firm with a low client to advisor ratio (~26 to 1). We provide financial planning and investment advisory services for about the same cost as many firms provide investment advisory services alone. We have a high client retention rate and strong community roots. The firm has ben registered with the SEC since 1983.

Additional Information

Pioneered fiduciary, Fee-Only planning in Delaware in 1983. Worth and Mutual Fund magazine selection as one of the top personal financial advisors in USA. "Friend of the Delaware Investor Award" by the Department of Justice - Securities Division. 2010 Five Star Wealth Advisor by Delaware Today

NAPFA Start Date

May 18, 1983


This Office

2710 Centerville Rd Ste 201 Wilmington, DE 19808 Phone: (302) 994-4444 Fax: (302) 994-4443