Find a Financial Advisor in Lewes, DE

 

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We did the hard work of finding trustworthy partners 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.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 3 years

SGL FINANCIAL, LLC

Website

(302) 500-2242

17527 Nassua Commons Blvd
Suite # 111
Lewes, DE 19958

SEC#: 801-96223
Years in Business: 6 years

PKS INVESTMENT ADVISORS LLC

Website

(302) 645-5757

1143 Savannah Road
Suite 1
Lewes, DE 19958

SEC#: 801-96235
Years in Business: 6 years

BOENNING & SCATTERGOOD, INC.

Website

(800) 933-8923

102 University Drive

Lewes, DE 19958

SEC#: 801-68111
Years in Business: 14 years

WEALTH MANAGEMENT GROUP, LLC

Website

(302) 644-6780

34382 Carpenters Way
Suite 5
Lewes, DE 19958

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

PNC INVESTMENTS LLC

Website

(302) 645-4500

17725 Coastal Highway

Lewes, DE 19958

SEC#: 801-66195
Years in Business: 18 years

SGL FINANCIAL, LLC

Website

(302) 500-2242

17527 Nassua Commons Blvd
Suite # 111
Lewes, DE 19958

SEC#: 801-96223
Years in Business: 6 years

SGL FINANCIAL, LLC

Website

(302) 500-2242

17527 Nassua Commons Blvd
Suite # 111
Lewes, DE 19958

SEC#: 801-96223
Years in Business: 6 years

GLEN EAGLE ADVISORS, LLC

Website

(973) 627-1419

31 West Cape Shores Dr.

Lewes, DE 19958

SEC#: 801-79298
Years in Business: 7 years

 


Lewes, DE Financial Advisor FAQs

Financial advisors provide personalized financial advice that typically centers on four main areas: investment planning, personal needs and goals, retirement planning and risk management.
Certainly! It's worth consulting with a financial advisor to determine what your goals are, and then reconciling them against any retirement or life insurance policies that you have already taken out.
Choosing a financial advisor is a big decision, and there are many things to consider. In addition to the qualifications/skills of the advisor, it might be worth reviewing how much experience they have with clients like you.
You might want to consider aggregating financial advisor testimonials from around the web to find someone who best meets your needs.