Delta Financial Group, Inc. Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Delta Financial Group, Inc. is a Registered Investment Advisor offering independent investment guidance within the financial services sector. Based in Basking Ridge, New Jersey, the firm operates on a fee-only, fiduciary basis, aiming to place clients’ interests at the center of its advice and support their long-term financial objectives. Its approach begins with an individualized investment policy for each client, tailored to goals, time horizon, and risk tolerance, and it manages portfolios with consideration of income and tax implications. The firm emphasizes long-term investing and designs all-weather portfolios intended to endure market changes while pursuing steady performance. As certified financial planners (CFP), Delta develops strategies for retirement, tax and estate planning, college funding, and risk management. Compensation is fee-based, derived from a percentage of assets under management, and the firm does not earn commissions on trades, aligning with its fiduciary standard and the obligation to disclose potential conflicts of interest.

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