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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Achieving Success by

Working Together

We serve our clients by establishing meaningful relationships built on the foundation of collaboration and the sharing of our intellectual capital.


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How We Help

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to find out how we can support you with your financial needs.


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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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Latest Articles

Finance 101: A Lesson in Helping your Student Pay for College

You think back fondly on those halcyon collegiate days--studying in the quad, late-night pizza, tailgating for the big game, dorm living, tossing your graduation cap in the air...beyond the lifelong friends and the parties and fun, college helped you get to where you are today.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Telephone: (215) 938-7788
Email: pete.monahan@dvadvisors.com

1800 Byberry Road, Suite 1404, Huntingdon Valley, Pennsylvania 19006

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Delaware Valley Advisors, LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Delaware Valley Advisors, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Delaware Valley Advisors, LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 2604538 DOFU 09/2019

Delaware Valley Advisors, LLC, 1800 Byberry Road, Suite 1404, Huntingdon Valley, PA, 19006 (215) 938-7788 
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