Delta Financial Group, Inc
37 Stonehouse Road, Basking Ridge NJ 07920
(908) 542-9400 | www.deltafinancialgroup.com
Delta Financial Group, Inc., a Registered Investment Advisor (RIA) based in Basking Ridge, NJ, is celebrating our 30th year! We mark this milestone with profound gratitude for our clients that have been with us since the beginning, as well as those that have helped us grow our business by referring friends and family. We are also grateful to have grown our team of dedicated professionals, which now has over 220 years of collective experience in the financial services industry.
Acting as true fiduciaries, we view each and every day as an opportunity to improve the lives of our clients. We believe that our emphasis on service and strong relationships has positioned us to experience the tremendous growth we have over the last several years. We have grown to manage over $900 million in assets, more than double the amount just five years ago. The Financial Times has recognized our firm as one of the nation’s Top 300 RIA firms in each of the last five years.
Delta Financial Group, Inc. was founded in 1991 by managing partners, Sean F. Donovan, and Joseph J. Macellara. Their vision of helping people in a true fiduciary capacity was the foundation of a business model for providing independent financial advice with absolutely no conflicts of interest. Above all, Joe & Sean believed trust, integrity, and service to be the most valued aspects of the client-advisor relationship. Three decades have provided plenty of rich experience for our company. Our existing clients continue to bring more and more of their assets under our management, while also encouraging their friends and family to join Delta. We consider client referrals to be the greatest compliment we can receive, and we’d like to thank each of our clients for the confidence they have placed in our firm.
Though the financial services industry has transformed in many ways, the fiduciary standard remains unchanged at Delta. We consider it necessary for the services we provide: wealth management, advisory planning, and financial consultation. Objectivity makes our firm unique because, unlike most investment firms, Delta is fee-only. This means that our compensation is based solely on a percentage of the value of assets under management. We do not receive compensation for selling any financial products, nor do we generate commissions for trading. Instead, the fee structure reinforces our choice to place our clients’ interests first.
At Delta, we leverage a technology stack of industry-leading solutions to deliver the many services we offer. We establish an individual investment policy for each client based on financial goals, investment horizon, and risk temperament. We manage each portfolio by carefully monitoring all investment vehicles and making sure the structure of the portfolio is tailored to the individual client’s income and tax concerns. As Certified Financial Planners (CFP®), we develop financial strategies to address retirement planning, tax and estate planning, college tuition, and risk management. This ensures that clients are financially prepared for the changes that life is sure to bring.
Whether you are planning for your next major life event or simply interested in getting an independent and objective review of your financial health, we are happy to help. Feel welcome to call our offices at (908) 542-9400 to schedule an introductory meeting or visit www.deltafinancialgroup.com for more information.
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