Achieve Your
Financial Freedom

Establishing a relationship with a financial professional is a decision that deserves careful consideration. You can trust that we are financial advisors committed to helping you accomplish your long-term financial goals.

We genuinely want to see our clients succeed.

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Who We Help

You come first. We believe in the power of personal relationships and focus on one thing – Simplifying Financial Services based on the needs of our clients.

Since 1989, Diamond State Financial Group has been committed to helping our clients improve their long-term financial success through a wide range of quality financial products and the advice and expertise of highly qualified financial professionals.

Pre-Retirees/Retirees

What risks should I be most concerned with?

What’s special about our approach?

How can I most efficiently transfer my assets?

How can I bolster my legacy?

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Business Owners

Interested in learning where your company stands financially today?

Looking to optimize business value for personal growth?

Need help determining a benefits plan for your company?

Do you have a business succession plan?

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Organizations

Is your business set up for long-term success?

Is your 401K plan competitive?

Are your employee benefits set up to attract and retain top talent?

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Medical Professionals

Looking for a financial plan tailored to the medical world?

Do you have outstanding medical school loans or expenses?

Interested in financial seminars for the medical professional?

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Legal Professionals

Have you thought about the financial implications of making partner?

Are you struggling to navigate law school loans?

Are you winding down your legal career with an eye towards retirement?

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Young Professionals

Why should I hire a financial advisor?

Do you have debt to rid yourself of?

Are you looking to grow your wealth? How much home can I afford?

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Great, Sound, Financial Advice

Diamond State Financial group took the time to get to know me, my family, and our financial situation to plan out the best course for future retirement goals. They are a highly skilled team of people that helped us smooth out the bumpy ride we were experiencing with our finances.

Martin H. - Middletown, DE

Retirement Will be Better

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Chris P. - Newark, DE

The Best Financial Team

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Anne Q. - Wilmington, DE

How We Help

Our team of financial professionals understand that managing your finances can be overwhelming and confusing at times. That’s why we focus on simplifying financial services based on the needs of our clients. We offer a range of services to help you achieve your financial goals and secure your future. We assist you in creating a personalized financial strategy tailored to your unique needs and circumstances.

Financial
Planning

Financial Planning

tailored to your unique needs and circumstances

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Asset
Management

Asset Management

to help you invest wisely and maximize your returns

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Qualified
Retirement Plans

Retirement Plans

to drive the successful execution of a qualified retirement plan

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Insurance
Protection

Insurance Protection

to safeguard your assets and provide financial security

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Core Values

Loyalty - Image of a handshake

Loyalty

We are loyal to our clients, our colleagues and our personal relationships.

Client Centered - Image of a magnifying glass

Client-Centered

We make decisions based on what is in the best interest of our clients.

Excellence - Image of a shining star

Excellence

We provide a wide range of quality financial products, advice and expertise from highly qualified professionals.

Growth - Image of a growth chart

Growth

We strive for continual growth both personally and professionally.

Adaptability - Image of a human head with embedded gear for option settings

Adaptability

We anticipate and embrace change.

Our Process

We’ve developed a comprehensive process that helps our clients confidently navigate the complex world of personal finance. Each step helps us understand your unique financial situation, identify potential roadblocks and develop a customized strategy that meets your needs.

Get to Know You
We want to get to know you and learn how we can help. We start with a complimentary, no-obligation meeting or phone call helping us learn about your goals and how we may work together.
Sort Things Out
Bring us your financial files and documents; we will help you organize them.
Goal Setting
Now we look at your specific financial goals and help you understand the financial and economic landscape.
Your Path Forward
We will work together to determine your path forward based on your goals and priorities to get you from where you are today to where you want to be.
Take Action
We will now make recommendations and identify the tools and ways we will act on your goals.
Adjust as We Go
We know that things will change and evolve in your life, so we will also adjust your financial strategy to fit those changes.

Recent News/Blog Posts

Former Pastor Finds Career Success from his “Second Calling” as a Financial Advisor

Dave Tate has always realized the importance of having a career vision, while at the same time avoiding the rigidity that often can lead to unhappiness or dissatisfaction. Because of […]

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