Find a Financial Planner in Kent County, DE

 

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We did the hard work of finding trustworthy partners in Kent County, DE.

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We Only Work With The Best Kent County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Kent County, DE


  • Financial Advisor Close to Kent County, DE

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Kent County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Kent County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Kent County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
20.1% of Kent County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Kent County area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Kent County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Kent County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Kent County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Delaware has unique laws defining which actions trigger a taxable event and has the 4th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Kent County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Kent County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Kent County, DE


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Kent County, DE

We evaluated over 13,000 RIA firms to bring you the best of the best Kent County financial advisors.
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How Retirement-Friendly is Kent County, DE?

  • Population: 176,699
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $234,300
  • Average Monthly Housing Cost: $1,113
  • Average Household Income: $75,577
  • Delaware Total Tax Burden: 6.21% (4th Lowest in U.S.)
  • Delaware Property Tax: 1.77% (4th Lowest in U.S.)
  • Delaware Individual Income Tax: 3.25% (8th Highest in U.S.)
  • Delaware Sales and Excise Tax: 1.19% (2nd Lowest in U.S.)


The Top Financial Advisor Firms in Kent County, DE


WEALTH MANAGEMENT GROUP

Website

(302) 734-5826

220 Beiser Blvd

Dover, DE 19904

SEC#: 801-64413
Years in Business: 16 years

BIG INVESTMENT SERVICES

Website

(302) 734-7752

450 Kings Hwy N.E.

Dover, DE 19901

SEC#: 801-112462
Years in Business: 3 years