The Connections Bernards Ridge Edition Sep/Oct/Nov 2021

THE BERNARDS-RIDGE CONNECTION PAGE 69 SEPT/OCT/NOV 2021 theconnectionsnj.com Delta Financial Group, Inc., a Regis- tered Investment Advisor (RIA) based in Basking Ridge, NJ, is celebrating our 30th year! We mark this milestone with pro- found 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 ex- perience in the nancial services industry. Acting as true duciaries, we view each and every day as an opportunity to im- prove the lives of our clients. We believe that our emphasis on service and strong relationships has positioned us to experi- ence 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 ve years ago. The Financial Times has recognized our rm as one of the nation’s Top 300 RIA rms in each of the last ve years. Delta Financial Group, Inc. was found- ed in 1991 by managing partners, Sean F. Donovan and Joseph J. Macellara. Their vision of helping people in a true duciary capacity was the foundation of a business model providing independent nancial advice with absolutely no con icts of in- terest. Above all, Joe & Sean believed trust, integrity, and service to be the most valued aspects of the client-advisor rela- tionship. Three decades have provided plenty of rich experience for our compa- ny. 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 con - dence they have placed in our rm. Though the nancial services industry has transformed in many ways, the ducia- ry standard remains unchanged at Delta. We consider it necessary for the services we provide: wealth management, adviso- ry planning and nancial consultation. Ob- jectivity makes our rm unique because, unlike most investment rms, Delta is fee-only. This means that our compensa- tion is based solely on a percentage of the value of assets under management. We do not receive compensation for selling any nancial products, nor do we gener- ate commissions for trading. Instead, the fee structure reinforces our choice to place our clients’ interests rst. At Delta, we leverage a technology stack of industry leading solutions to deliv- er the many services we offer. We establish an individual investment policy for each client based on nancial goals, investment horizon, and risk temperament. We man- age 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 Certi ed Financial Planners (CFP®), we develop nancial strategies to address re- tirement planning, tax and estate planning, college tuition, and risk management. This ensures that clients are nancially 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 re- view of your nancial health, we are happy to help. Feel welcome to call our of ces at (908) 542-9400 to schedule an introduc- tory meeting or visit www.delta nancial- group.com for more information. Delta Financial Group, Inc 37 Stonehouse Road Basking Ridge, NJ 07920 (908) 542-9400 delta nancialgroup.com C C Delta Financial Group, Inc. has grown to manage over $900 million in assets, more than double the amount just ve years ago. The Financial Times has recognized the rm as one of the nation’s Top 300 RIA rms in each of the last ve years. 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 nancial goals, investment horizon, and risk temperament. DELTA FINANCIAL GROUP, INC. Registered Investment Advisors Celebrating 30 years of service! We opened our doors in April 1991 with a vision of helping people with their finances in a true fiduciary capacity by placing their goals, dreams and objectives ahead of everything else. We were two advisors that did not want to sell financial products, but instead provide independent financial advice with absolutely no conflicts of interest. Above all, we believed trust, integrity and customer service to be the most valued aspects of the client/advisor relationship. Thirty years later, those hallmarks are still the foundation of our business, and our track record proves just how important they are. In the last 5 years alone, we have more than doubled our assets under management through organic growth, client referrals and by building our team of skillful advisors. Our dedicated team of professionals is located in our beautiful new office building at 37 Stonehouse Road, Basking Ridge, NJ 07920. Together we have over 220 years of collective experience in the financial services industry, and we are happy to announce that we are accepting new clients. Feel welcome to contact us today at (908) 542-9400. Our services include: Management W ealth & Assets Inv estment P ortfolio Financial Risk Advisory Retir ement Planning Income Tax Planning Estat e Planning Consultation Lif e E vents Business Planning Financial Lit eracy 37 Stonehouse Rd, Basking Ridge, NJ 07920 (908) 542-9400 | www .deltafinancialgroup.com