We believe in the power of personal relationships and focus on one thing - the needs of our clients. Since 1989, Diamond State Financial Group has been committed to helping our clients improve their long-term financial successes. We make available a wide range of quality financial products and the advice and expertise of highly qualified financial professionals. It is because of you, each of our associates have been carefully selected based on their knowledge, experience, and desire to deliver an exceptional client experience. Our team adheres to a vigorous, continuing educational program to provide clients with current and relevant financial perspectives. We are proud to be an independent financial services firm as it allows us the freedom to provide our clients with objective advice. We are focused on recommending products and services based solely on the needs of our clients. Whether or not to establish a relationship with a financial professional is a decision that deserves careful consideration. You can trust we are committed to helping you accomplish your long-term financial goals. 
Diamond State Financial Group is also located at 200 E. State Street, Suite 303, Media, PA 19063.

Wealth is a good thing. Lifelong wealth is even better. At Diversified, our clients know that while life isn't without change and challenge, it's how 
they manage it that makes all the difference. They also know that they need to surround 
themselves with people who truly care about them. As a local family business serving 
executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the 
opportunity to be included in your circle of trusted advisors. We realize we'll need to earn 
it, and once we do, we promise to keep it. Lifelong Wealth® is the pursuit of financial security to enjoy a meaningful life. For us, the 
keyword here is "lifelong". Lifelong Wealth gives families the opportunity to live well, while 
planning to achieve a level of happiness. For your life, living well happens through an 
intentional, lifelong approach which includes: 1.	Knowing you have a lifelong financial planning process in place; lifelong advice.
2.	Having a trusted advisory team to implement your plan.
3.	Constant review and help on your path to lifelong wealth. At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong 
financial planning with the expert team to support it.

Wealth is a good thing. Lifelong wealth is even better. 
At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

Goshen Capital is concerned with two things: making sure you understand how and why you're paying us, and providing the most objective, honest advice we can. We take our roles as fiduciaries very seriously. We make every effort to provide upfront, transparent, and fair prices for the services we offer, and clearly communicate why we're worth it. We view our roles in your financial life not just as advisors, but as educators, giving you the knowledge necessary to make good financial decisions at all times in your life, not just when you talk to us. So if you're looking for an advisor promising outsized returns or "secret" retirement income solutions, move on to the next advisor. If you want an advisor here to educate, inform, and put your interests first, then pick up the phone and give us a call and see how we can help you.

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions. *Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at <a rel="nofollow" href="http://www.finfree.com">www.finfree.com</a> for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

You've worked hard over the years. Now, you should be rewarded for it, not stressed over every financial decision. At Metanoia Financial, we give your investments the wise guidance and attention they deserve so you can enjoy your life. We act as your personal CFO so you don't have to worry whether you're making the right choices with your finances. With us on your team, you can spend less time stressing about money and more time with those you love.

Find the best financial advisor in Newark, DE. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

Find the right advisors to meet your financial planning needs in Newark, Delaware

List of Qualified
Financial Planners in Newark, Delaware

Nicholas Vali

Diamond State Financial Group

David Levy

Diversified, LLC

Andrew Rosen

Diversified, LLC

Frank Muscara

Goshen Capital LLC

Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

Frequently Asked Questions

FIND A
FINANCIAL
PLANNER

Popular Articles

Find the right advisors to meet your financial planning needs in Newark, Delaware

List of Qualified Financial Planners in Newark, Delaware

Nicholas Vali

Diamond State Financial Group

David Levy

Diversified, LLC

Andrew Rosen

Diversified, LLC

Frank Muscara

Goshen Capital LLC

Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

Frequently Asked Questions

FIND AFINANCIALPLANNER

Popular Articles

List of Qualified
Financial Planners in Newark, Delaware

FIND A
FINANCIAL
PLANNER