They Sell You Products
Their priority is to maximize their profitability with your money. That doesn't work for us. We focus on building custom financial solutions that are tailored to your exact wants and needs.
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What Type of Financial Adviser is Right for Me?
Advisors come in many shapes and sizes. They offer different services, have different expertise, and even get paid very differently. Choosing the right type of advisor can make or break your financial future. Enter your information and click the download button below to learn more.
In The Media:
About This E-Book
The financial services industry is incredibly complex, made up of many different types of firms and advisors that operate in a variety of different ways, but may market and sell themselves in very similar manners. Everyone seems to call themselves an "Advisor", a "Planner", or a "Fiduciary". But are they? In this E-Book we will take you through the below types of firms and what they really are and are not.
- Securities Brokers
- Insurance Brokers and Agents
- Banks
- "Doing Bussiness As" or DBA's
- Registered Investment Adviser (RIA)
- Hybrid or "Dually Registered" Firms
How We Take The Stress Out of Your Retirement Planning
Dear Friend,
We are not sure how you got here, but we do know that you are someone who is looking to take the stress and worry out of retirement.
We believe that retirement should be something that you are able to enjoy, with the people that mean the most to you.
The financial world can be a chaotic mess, filled with smoke and mirrors, empty promises, and confusing fees. This is a world so nebulous it can be very difficult to understand what is actually being done for you, let alone how much you are paying.
Well we want to let you in on some secrets that the "other guys" don't want you to know about and how we do things differently to help secure our client's future.
Schedule a Free Consultation Today-
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They Put You In Funds
We engineer custom portfolios to meet your precise needs and achieve your long term goals.
Funds are one-size-fits-all but our clients are not.
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They Use Generic Risk Tolerance Surveys
We throw those out because each one of our clients has their own unique needs, concerns, and goals.
We take a deep dive into every detail of your financial life so that we can customize a human investment solution that works with you.
Our clients lives cannot be summed up by a quiz, and we do not treat them as such.
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They Claim to Have Lower Costs & Fees
We have a very simple, clear, fee structure designed so that when our clients do better, we do better.
We show you exactly how we get paid, where every penny is going and over deliver for you, every time.
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They Sell Themselves as a Fiduciary
We are a registered fiduciary who can act in no other capacity but our clients best interest.
They may claim to be a fiduciary but if they are selling any products or collecting any odd fees they are not acting in that capacity.
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Our Services
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Wealth Management
Comprehensive financial planning and investment management customized for each client based on their unique circumstances and designed to maximize the probability of financial success. -
Financial Planning
Comprehensive financial planning that starts and ends with you. No stone will be left unturned as we help deploy a financial plan designed to meet each client's unique goals. -
Retirement Planning
Personalized planning designed to help take the stress and mystery out of retirement. When do you want to retire? What kind of retirement life do you want to live? We can help. This is retirement reborn. -
Legacy Planning
Design and deploy legacy strategies based on your goals to help build generational wealth, minimize estate taxes, and support your causes and values long into the future.
Frequently Asked Questions
Absolutely! Delphi Advisers is what's called a Fee-Only Fiduciary. This means that we are required by law to always put our clients needs ahead of our own and act in their best interest on every occasion.
Additionally, many of our competitors may be registered as a fiduciary but also act in other capacities when dealing with their clients, which creates a conflict of interest. We are a fiduciary and ONLY act as a fiduciary, always.
There are myriad factors that set us apart from our competitors, from the structure of the business to how we manage portfolios. Put simply, and briefly, we are shifting the paradigm on how clients are serviced and every aspect of our business model is structured to ensure we help clients have the absolute highest probability of success. Our model is built around our clients and we put them first, every time.
Yes. We build personalized portfolios for our clients that are designed to meet their individual needs and accomplish their goals. We do not use third party investment managers, arbitrary model portfolios, or passive investment strategies. Our clients pay us to manage their investments and we give them every pennies worth of their fees.
Unlike many of our competitors, we have a very clear and transparent fee structure. For our investment management clients we charge a flat percentage of the value of the assets we manage and in most cases this will include financial planning. For our planning only clients, we negotiate a price for the service needed and that's it. We don't collect commissions, charge layers of fees, or get kickbacks for recommending products. Our fee structure is simple, clear, and you will always know exactly how much you are paying us, down to the penny.
Nationwide, and some international. Delphi Advisers, LLC is headquartered in Vancouver, WA and we serve clients locally and across the country, and even some international clients.