Find a Financial Planner in Lewes, DE

 

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We Only Work With The Best Lewes 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 Lewes, DE


  • Financial Advisor Close to Lewes, 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 Lewes Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Lewes area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
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 Lewes include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
63.0% of Lewes'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 Lewes area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Lewes area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Lewes area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Lewes area is generally long-term and performed with the help of a qualified planner. 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 is a service offered by many financial advisors, planners, and other professionals in the Lewes area. Typically, it 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Lewes area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 3,198
  • % of Population 62 Years and Over: 63%
  • Average Home Value: $524,300
  • Average Monthly Housing Cost: $1,059
  • Average Household Income: $118,644
  • 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 Lewes, DE


LOKKEN INVESTMENT GROUP, LLC

Website

(302) 645-6650

1413 Savannah Road,
Suite 4
Lewes, DE 19958

SEC#: 801-114384
Years in Business: 2 years