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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Thomas F. Shumosic, CFP®

MidAtlantic Retirement Planning Specialists

501 Silverside Rd Ste 62
Wilmington, DE 19809-1394
View on Map
(302) 791-0237

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Planning

Contact
Maria P Zakutny, CFP®

Income & Estate Planning Partners, P.A.

112 George Ct
Bear, DE 19701-1880
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Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning, Insurance Planning, Investment Planning, Retirement Planning, Risk Management

Contact
Gregg Somerville, CFP®

RBC Wealth Management

1000 West St
suite 110
wilmington, DE 19801-1051
View on Map
(302) 252-9426

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Investment Management

Contact
Brent C. Fuchs, CFP®

Lincoln Financial Group

2036 Foulk Rd
Ste 104
Wilmington, DE 19810-3649
View on Map
(302) 529-1320

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning, Retirement Planning

Contact
Andrew R. Alcarese, CFP®

Morgan Stanley Smith Barney

2751 Centerville Rd Ste 104
Wilmington, DE 19808-1600
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(302) 994-6300

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Leonard Kingsley, CFP®

WSFS Private Bank

3801 Kennett Pike Ste C200
Greenville, DE 19807-2324
View on Map
(302) 571-6836

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: Mandarin, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Wealth Management

Contact
William D. Starnes, CFP®

Mallard Advisors, LLC

1041 Valley Rd
Hockessin, DE 19707-9156
View on Map
(302) 239-1654

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
David Norman Quynn, CFP®

UBS Trust Company

UBS Trust Company
500 Delaware Avenue; Suite 900
Wilmington, DE 19801
View on Map

Compensation Method: Salary
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Intergenerational Planning, Investment Management

Contact
James R. Walls, CFP®

Wells Fargo Advisors

131 Continental Dr Ste 102
Christiana Executive Campus
Newark, DE 19713-4310
View on Map
(302) 731-2131

Compensation Method: None Provided
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Life Transitions

Contact
Christopher W vonLindenberg, CFP®

Lindenberg Financial Inc.

PO Box 9978
Newark, DE 19714-5078
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(484) 508-8012

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Robert E. Bunting, CFP®

M & T Bank

PO Box 862
Selbyville, DE 19975-0862
View on Map
(302) 841-1027

Compensation Method: Fee Only
Minimum Investable Assets: $10,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Banking, Budget Development, Comprehensive Financial Planning, Debt Management, General Financial Planning, Mortgages

Contact
Gary L. Peters, CFP®

MetLife

111 Continental Dr
Ste 305
Newark, DE 19713-4317
View on Map
(610) 324-5650

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, Insurance Planning, Investment Planning

Contact
Lisa LaMarche, CFP®

Milestone Wealth Advisors, Inc.

3701 Kennett Pike
Ste 300
Greenville, DE 19807-2164
View on Map
(302) 351-1988

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management

Contact
Kevin W. O'Hanlon, CFP®

Ameriprise Financial

1309 Veale Rd Ste 10
Wilmington, DE 19810-4609
View on Map
(302) 478-2801

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
William A Brooks, CFP®

CUProsper

7 Green Haven Ct
Rehoboth Beach, DE 19971-4154
View on Map
(302) 258-4668

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Banking, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues

Contact
Stephen A Rifici, CFP®

Ameriprise Financial Services, Inc

1011 Centre Rd Ste 100
Wilmington, DE 19805-1270
View on Map
(302) 468-8200

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Investment Planning

Contact
Joshua Michael Shaver, CFP®

Diamond State Financial Group

111 Continental Dr Ste 306
Newark, DE 19713-4317
View on Map
(302) 366-0366

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Income Management, Risk Management, Tax Planning

Contact
James R. Smith, CFP®

Morgan Stanley

919 Market Street, Suite 300
Wilmington, DE 19801
View on Map
(302) 657-2000

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Wealth Management, Young Professionals

Contact
Daniel M. McDermott, CFP®

McDermott Advisory Group, LLC

3520 Silverside Road
Suite 25
Wilmington, DE 19810-4933
View on Map
(302) 778-5677

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Wealth Management

Contact
Clarence E. DiSabatino, CFP®

Ameriprise Financial Services,

1309 Veale Rd
Ste 10
Wilmington, DE 19810-4609
View on Map
(302) 478-2801

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

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