From the Desk of Beverly A. Fischetti, CPA, CFP®


Beverly A. FischettiFor over 20 years, Delta Financial Advisors has continued the tradition of helping our clients reach their financial goals. With our holistic approach to financial management and investment strategies, we customize a plan to meet each client’s needs, and one that will evolve as their needs change over time.

Our team strives to help every one of our clients in creating a plan that is as unique as they are. When it comes to financial planning, there should be no “one size fits all” approach. Delta understands that every client has individualized priorities and has spent the last two decades establishing a process that we use as a guideline to help empower our clients by putting the reins in their hands.

We believe in providing informational tools that can be used to help our clients on the road to reaching their objectives. I encourage everyone to browse some of the resources we offer on our website, such as our financial calculators, updated market commentary and other educational articles. At Delta, we are always working to improve our clients’ access to technology in order to provide them with the utmost convenience.

Our team is diligent about staying up to date on the latest financial news and researching new opportunities, to be sure we are always offering the best service possible. One recent implementation that Delta has incorporated is our Social Media Pages such as Facebook and Twitter. Increasing Delta’s communication with our clients has always been our highest priority. Being a family business, we make it our highest concern to make sure all of our clients are satisfied with their experience at Delta. Not only are we always available to hear your questions and concerns via phone, web conferencing or e-mail, but we believe in being pro-active and reaching out to our clients for regular “check-ups.” The security of our clients’ data is our primary focus in all forms of communication. Our clients know that we are the gatekeeper of their confidentiality and actively embrace regulatory oversight.

Whether you are an experienced investor or simply trying to manage your budget, Delta can help you secure your financial future. Our team of experienced professionals will work together to customize a financial program to fit your specific needs, because we succeed when you succeed.

We look forward to working with you.

Sincerely,

Beverly A. Fischetti, CPA, CFP®
President/Principal Advisor
Delta Financial Advisors, Inc.
(301) 962-0480