I founded Delaware Financial Planning to build the firm that I would hire if I was looking for an advisor. Flat, transparent pricing, and an emphasis on controlling the things that matter through deep-dive financial planning.

My passion is bringing clarity and confidence about money and a feeling of security to the families who have entrusted me to guide them. I have more than 25 years of experience working with hundreds of families and pair that with deep technical knowledge to help you maximize your financial life.

We’ll first address your biggest concerns and agree on what areas to prioritize. Then we’ll identify and address gaps across all aspects of your financial plan. Retirement and goal planning, investments, and taxes are often the primary issues to address, but over time we will also review your estate plan, insurance, employee benefits, and just about any other financial issue that may come up. I especially love working with those who are philanthropically minded, helping them maximize their charitable giving to support the causes they love.

I believe in low-cost, passive investment strategies and believe that simpler is usually better. I primarily meet virtually and can serve clients across the country, but especially love working with folks in Northern Delaware and SE Pennsylvania. Pricing varies depending on complexity but usually consists of an initial fee of $2500, then $475 monthly for as long as we agree that you are getting value our relationship. Project-based engagements typically range from $4,000 to $6,500.

In addition to holding the CFP® designation, I also have a master’s degree in Personal Financial Planning and am a Chartered Advisor in Philanthropy®. I live in Newark, Delaware with my wife Maria, and together we have 3 wonderful children, Allie, Zach, and Josh. I am involved in the community with several organizations and non-profits.