Our Team

Delaware Valley Advisors is a team of financial professionals dedicated to guiding our clients on the path of financial freedom. For 30 years we have helped clients achieve their financial goals and dreams through education, collaboration, and personalized planning services.

 

Our Process

We evaluate your present situation while maintaining a focused target on your future goals. Our personalized approach and strategies ensure that the decisions you make today are aligned with your dreams for tomorrow.

 

Our Commitment

Our experience and expertise are rooted in servant leadership. We invest our intellectual capital into making your financial goals and dreams a reality. We combine strategies and innovative technology to provide clarity and direction on your path to financial independence.

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Our Services

Products & Services through Delaware Valley Advisors and Securian Financial Services, Inc. Investment Advisory Services through Securian Financial Services, Inc.

 

Investment Strategies

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Financial Planning

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Legacy Planning

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Risk management

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Retirement Solutions

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Business Owner Solutions

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