4 vetted financial professionals are listed in Delaware, including practices in Newark and Wilmington. They specialize in areas such as Financial Planning, Retirement Planning and Tax Planning. Compare credentials, fees, and minimums, then request an introduction free.
Financial Advisor
Wharton Investment ConsultantsStuart focuses on providing wealth management strategies to individuals, families and women in transition who are planning for, or currently experiencing, a life event, such as retirement, loss of a loved one, job change or sudden financial windfall.
Financial Advisor
Precision Wealth PartnersLuke Chapman's passion for helping people, and his experience in making complex situations into simple and actionable solutions led him to become a CERTIFIED FINANCIAL PLANNER® professional. He is a proud Blue Hen having graduated from the University of Delaware with a B.A. in Economics and History. His financial services career began with J.P. Morgan Private Bank where he worked with clients owning a minimum net worth of $25MM. Having this background experience from before, during and after the last major market crisis in 2008 led him to the path of seeking a personalized, disciplined and comprehensive approach to providing financial advice. Luke began his independent practice in 2011 and shortly thereafter earned the professional designation of CFP®. In addition to working with individuals and families, Luke has a natural affinity working with small and family owned businesses. Growing up in an entrepreneurial family, he has the unique perspective and understanding of their needs and challenges. In 2016, he earned the additional designation of Certified Family Business Specialist. Fundamentally, Luke believes what people need the most is reliability in honest and personalized advice. He works hard asking the right questions and spending extra time listening, guiding his clients through education to instill the confidence to move forward with plans fitting their specific situation. Luke is an involved member of the community and has been an active member of several Boards and organizations over the years including Easterseals, Rotary, and served three terms as City Councilman on Newark City Council. Outside of his work, Luke is committed to his family and enjoys spending time at the beach and in the mountains of Vermont.
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.