About Delta Financial Advisors, Inc.
Delta Financial Advisors, Inc. is a Kensington, Maryland-based wealth resource management firm committed to achieving and maintaining your financial health and well-being through:
- Wealth accumulation;
- Asset management;*
- Asset preservation;
- Tax planning and management services;** and
- Customized planning services to manage virtually any financial need that may arise.
Whether you need business planning or assistance with your personal accounts, Delta Financial Advisors, Inc. offers customized services to meet all of your financial needs in one convenient location.
At Delta Financial Advisors, Inc. you work with a team that knows you, is passionate about your achievements, and is dedicated to providing excellent customer service.
We are a values-driven company.
Our clients are our top priority. At Delta Financial Advisors, Inc., we strive to build long-term relationships based on trust and integrity. Our firm has been serving individuals, families, and businesses in the Washington, D.C. metropolitan region and across the United States for more than 25 years.
We believe in a customized approach.
Each client has a unique set of goals and desires, so we develop a financial strategy** based on what is important to you – your lifestyle and retirement goals, your short- and long-term plans, and your financial and emotional tolerance for risk. We then design a unique and individualized investment strategy just for you.
We believe in active management.
We educate our clients about financial strategies**, and provide the necessary tools to help you determine the course that best suits your needs. We monitor your portfolio and your progress toward reaching your targeted financial goals, and as your life changes, we work with you to adjust the strategy to continue your movement in the right direction.
We believe in discipline.
We believe in a disciplined investment approach built on a foundation of strategies that strive to help reduce risk. Success is based on persistence and dedication. We work together as a team to help you to achieve independence.
** Tax preparation services are available on-site through Beverly A. Fischetti, CPA.
This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice.
Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.