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Our Strategy

DELTA was created to offer the best in Financial Advisory Services, Professional Asset Management, and Investment Management Services.  Over the years, we believe we have built DELTA into a very unique, fee-only independent advisory firm in the industry.  Today, we manage over 400 million dollars of our clients’ assets.  Our growth and success can be attributed to the dedication and service we have provided to our clients.  The referrals our clients have given us are the highest compliment we can receive and we thank all of them for their support.

DELTA is constantly searching for new and better ways to manage our clients’ assets.  As a result, we created an alliance with the Fidelity Investments Institutional Wealth Services, a leader in providing custodial services to fee-only advisers.  Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC, members NYSE, SIPC and are insured up to 100 million dollars.

When you use DELTA, you get the best of both worlds -- the proven investment strategies and technologies of a nationally prominent investment firm (Fidelity) and the personal assistance of established professionals (Delta Financial Group, Inc.).