Delmarva Financial Group

Total Wealth Management:
DFG follows a four-step approach toward helping you meet your financial needs. We begin with discovery, where we discuss your current situation and what you have accomplished thus far. With this information, we move on to planning where we decide where you would like to be in the short-term as well as long-term financial goals. Based on this information, we figure out what solutions are best suited to meet your needs. Once these solutions are in place, we continue to monitor and adjust to suit your changing situation.

401K Services:
DFG specializes in serving small to medium sized businesses. Our clients range from start-ups to those with more than $10 million in assets and 100’s of employees. Our focus is on service, participant education, and minimizing costs and fees associated with the plan. We also aid clients when they are ready to retire to create an income stream from those assets. Some of the companies we partner with for these services include: Fidelity, John Hancock and Nationwide.

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Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, Beau Breeden, Registered Representative. Advisory services offered through United Advisors, LLC, an SEC Registered Investment Advisory Firm, Beau Breeden, Investment Advisor Representative. United Advisors, LLC, Delmarva Financial Group and Securities America are unaffiliated.

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, Al Cassinelli, Registered Representative. Advisory services offered through United Advisors, LLC, an SEC Registered Investment Advisory Firm, Al Cassinelli, Investment Advisor Representative. United Advisors, LLC, Delmarva Financial Group and Securities America are unaffiliated.

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