OUR CLIENTS COME FIRST
Achieve Your Financial Freedom
We believe in the power of personal relationships and focus on one thing – Simplifying Financial Planning 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. We make available a wide range of quality financial products and the advice and expertise of highly qualified financial professionals.
We are proud to be an independent financial services firm as it allows us the freedom to provide our clients with objective advice. We are focused on recommending products and services based solely on the needs of our clients.
Whether or not to establish a relationship with a financial professional is a decision that deserves careful consideration. You can trust we are committed to helping you accomplish your long-term financial goals.
“We are officially the largest Wealth Management Firm in the State of Delaware based on number of employees.* Teamwork is the defining factor that sets DSFG apart with more than 350 years of combined financial services experience! We genuinely want to see each other succeed and we genuinely want to see our clients succeed.”
*Delaware Business Times Oct. 5, 2021 | Vol. 8 Issue.
At Diamond State Financial Group our clients come first. It is because of you, each of our associates have been carefully selected based on their knowledge, experience and desire to deliver an exceptional client experience. Our team adheres to a vigorous continuing education program including industry due diligence meetings in order to provide clients with current and relevant financial perspectives.