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.