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.

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.

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

Estate Planning as a Family Unit

Throughout previous stages of life, you might have become accustomed to keeping your financial matters fairly close to the chest. Now, however, would be a good time to start involving […]

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