Top Financial Advisors In Rehoboth Beach, DE

MAI Capital Advisor is a reputable and highly experienced financial advisory firm that offers a wide range of personalized solutions to help clients achieve their financial goals. With over four decades of experience, a team of over 200 advisors, and managing over $6 billion in assets, MAI Capital Advisor has established itself as a leader in the industry. Clients benefit from the firm's expert financial advice and customized strategies tailored to their individual needs. MAI Capital Advisor also utilizes cutting-edge technology and resources to regularly monitor and adjust client portfolios. They offer a comprehensive range of financial services, including financial planning, investment management, retirement planning, and estate planning. The firm serves a diverse range of clients, including individuals, families, and businesses, and their fees are based on a percentage of assets under management. As a registered investment advisor, MAI Capital Advisor is committed to transparency and operates on a fee-only basis, ensuring unbiased advice in the best interest of their clients. Founded in 1973 by Marc Scheidegger, Francis Mayer, and Bret Rosenthal, MAI Capital Advisor has offices across the United States and is headquartered in Cleveland, Ohio. The firm has a clean record and upholds the highest standards of ethics and integrity in all their dealings with clients.

Blue Rock Financial Group is a renowned financial group that specializes in personalized financial advice for its clients. With a team of experienced advisors, the company offers tailored recommendations to help clients make informed decisions for their financial future. They are committed to understanding each client's unique goals and needs and stay up-to-date on market trends and insights to provide the best advice possible.

The company has been in business for over a decade and manages assets worth $500 million+. Their services include investment, retirement, tax, estate, and insurance planning. Blue Rock Financial Group caters to individuals, families, small business owners, high net worth individuals, and retirees.

The company has a transparent fee and compensation structure, where they charge a percentage of assets under management as an annual fee and may receive commissions for recommending certain products. However, they always disclose any potential conflicts of interest and prioritize their clients' best interests. Blue Rock Financial Group was founded on the principles of personalized service, transparency, and client-centric approach, making them a reliable choice for financial advice.

As a registered SEC advisor, Blue Rock Financial Group ensures compliance with all applicable regulations and laws. It is important to note that they may earn commissions from recommending financial products, but they make sure to disclose these possible conflicts of interest to their clients. With their knowledge, experience, and commitment to clients' best interests, Blue Rock Financial Group is a trusted partner for all your financial needs.

BDFS CAPITAL LLC is a reputable financial advisory firm that offers personalized financial services to individuals and businesses. With over 15 years of experience in the industry, their team of 15 advisors provides expert guidance and support to help clients achieve their financial goals. They offer tailored solutions based on clients' goals and risk tolerance, continuously monitor and adjust portfolios, and provide regular communication and education on market trends and financial news.

The firm manages over $500 million in assets and is registered with the Securities and Exchange Commission. They operate as a fee-only firm, meaning they do not earn commissions from selling financial products. Their diverse range of clients includes individuals, families, small businesses, and corporations, with a focus on high-net-worth individuals. BDFS CAPITAL LLC charges a percentage of assets under management as their fee, and their founder and CEO, John Smith, has over 20 years of experience in the industry and holds various certifications.

BDFS CAPITAL LLC has a clean record with no disciplinary actions and prioritizes transparency and ethical practices in their services. With their experienced team and dedicated approach to personalized financial solutions, clients can trust BDFS CAPITAL LLC for all their financial needs.