David Deller (AAMS, CFP®)

David Deller focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

  • Investment Advisement
  • Risk Management
  • Education Planning
  • Longevity Planning
  • Social Security Planning
  • Estate Planning
  • Tax Consultation
  • Life Insurance
  • Charitable Giving
  • Medicare Resources

Additional Information

Owner and wealth manager David Deller is a Board Certified Financial Planner™ and Accredited Asset Management Specialist (AAMS®). He has a Bachelor's Degree in Personal Financial Planning from Central Michigan University. He gained experience working for two Fortune 500 firms; Edward Jones and Raymond James. David opened Deller Wealth Management in 2018 to offer transparent fee-only planning, best in class technology, and custom portfolio solutions to clients.

NAPFA Start Date

May 14, 2020


This Office

418 N Main St Ste 200 Royal Oak, MI 48067-1813 Phone: (248) 565-3777