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Financial Planning

Financial Planning

Our advisors offer comprehensive, fee-based financial planning to assist clients and their families with ongoing advice and monitoring in an effort to reduce market risk, minimize taxes, retire comfortably, and provide a legacy. Our advisors design customized strategies to help you reach your goals. During the financial planning process, we analyze Six Fundamental Areas of Wealth Management: Financial Position, Protection Strategies, Investment Strategies, Tax Strategies, Retirement Strategies, and Estate Planning.

After the analysis, we provide recommendations and if desired, we continually monitor your portfolio to make sure you stay on-target toward your long‐term goals. Using financial planning software, you’ll have access to your written, comprehensive plan, complete with personalized recommendations and in-depth, thorough analysis.  You’ll also have the option to access your own personal website, which is an aggregated platform that links all of your assets, investments, and liabilities in real-time.

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Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them

 

 

Book a Meeting

We offer a complimentary, no obligation, "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us

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

620 West Germantown Pike Suite 170, Plymouth Meeting , Pennsylvania 19462

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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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