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Insights

Affluent Client Focus Target firms and individuals within high-net-worth segments who require sophisticated life insurance and estate planning services, leveraging the company’s long-standing history since 1997 to build credibility with affluent clients and corporate executives.

Small Firm Agility Position as a nimble, personalized service provider for estate planning and wealth protection, ideal for mid-sized or growing corporations and families that prefer hands-on engagement over large, cookie-cutter firms.

Tech Enablement Leverage the existing tech stack (WordPress, MySQL, Microsoft 365, and related web technologies) to enhance digital outreach, client portals, and secure document exchange for estate planning and life insurance services.

Growth Partnerships Develop referral and collaboration opportunities with mid-market law and financial services firms in the region, including the listed comparable firms, to capture shared demand for wealth protection and succession planning.

Revenue Opportunities Explore scalable service packages and retainer-based advisory models to convert mid-range revenue potential into recurring engagements, aligning with a $1M–$10M revenue profile and diversifying client work beyond one-off plans.

Similar companies to Estate Planning Delaware Valley, Inc.

Estate Planning Delaware Valley, Inc. Tech Stack

Estate Planning Delaware Valley, Inc. uses 8 technology products and services including RSS, WordPress, MySQL, and more. Explore Estate Planning Delaware Valley, Inc.'s tech stack below.

  • RSS
    Content Management System
  • WordPress
    Content Management System
  • MySQL
    Database
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • PHP
    Programming Languages

Estate Planning Delaware Valley, Inc.'s Email Address Formats

Estate Planning Delaware Valley, Inc. uses at least 2 email formats:
Estate Planning Delaware Valley, Inc. Email FormatsExamplePercentage
FLast@epdv.comJDoe@epdv.com
86%
First@epdv.comJohn@epdv.com
14%

Frequently Asked Questions

What is Estate Planning Delaware Valley, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Estate Planning Delaware Valley, Inc.'s main corporate office by phone at
+1-302-477-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Estate Planning Delaware Valley, Inc.'s official website and social media links?

Minus sign iconPlus sign iconEstate Planning Delaware Valley, Inc.'s official website is epdv.com and has social profiles on LinkedIn.

How much revenue does Estate Planning Delaware Valley, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, Estate Planning Delaware Valley, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Estate Planning Delaware Valley, Inc.'s NAICS code?

Minus sign iconPlus sign iconEstate Planning Delaware Valley, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Estate Planning Delaware Valley, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, Estate Planning Delaware Valley, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Owner: R. K., Finance Director: F. K. and Powers Of Attorney: E. M. Explore Estate Planning Delaware Valley, Inc.'s employee directory with LeadIQ.

What industry does Estate Planning Delaware Valley, Inc. belong to?

Minus sign iconPlus sign iconEstate Planning Delaware Valley, Inc. operates in the Financial Services industry.

What technology does Estate Planning Delaware Valley, Inc. use?

Minus sign iconPlus sign iconEstate Planning Delaware Valley, Inc.'s tech stack includes RSS, WordPress, MySQL, Microsoft 365, jQuery, jQuery Migrate, Really Simple Discovery and PHP.

What is Estate Planning Delaware Valley, Inc.'s email format?

Minus sign iconPlus sign iconEstate Planning Delaware Valley, Inc.'s email format typically follows the pattern of FLast@epdv.com. Find more Estate Planning Delaware Valley, Inc. email formats with LeadIQ.
Estate Planning Delaware Valley, Inc. logo

Estate Planning Delaware Valley, Inc.

Financial ServicesDelaware, United States2-10 Employees

Estate Planning Delaware Valley, Inc. is a financial services firm based in Wilmington, Delaware, focused on life insurance and estate planning for affluent individuals, families, executives, and both private and public corporations. Founded in 1997, the company aims to help clients protect wealth and grow legacies through integrated planning that addresses both personal and professional estates. Operating in a small team, the firm situates itself within the Delaware Valley market by delivering specialized guidance that targets wealth preservation and broader estate objectives. The organization serves a niche segment seeking tailored strategies to manage risk, coordinate benefits, and align financial planning with succession and legacy goals.

Section iconCompany Overview

Phone number
+1-302-477-****
Website
epdv.com
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Estate Planning Delaware Valley, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Owner at Estate Planning Delaware Valley, Inc.
    R. K.
    Owner
    Mobile Phone
  • Finance Director at Estate Planning Delaware Valley, Inc.
    F. K.
    Finance Director
    Mobile Phone
  • Powers Of Attorney at Estate Planning Delaware Valley, Inc.
    E. M.
    Powers Of Attorney
    Mobile Phone
  • At Law Attorney at Estate Planning Delaware Valley, Inc.
    M. K.
    At Law Attorney
    Mobile Phone
  • Associate Attorney at Estate Planning Delaware Valley, Inc.
    T. E.
    Associate Attorney
    Mobile Phone

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