About Us

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 financial team adheres to a vigorous continuing education program including industry due diligence meetings in order to provide clients with current and relevant financial perspectives.

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.

Follow Our News

Photo of Christopher Burgos, CFP®, ChFC®, CFS, AIF®<br>President &CEO | Wealth Manager
Christopher Burgos, CFP®, ChFC®, CFS, AIF®
President &CEO | Wealth Manager

“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.

Milestones

Founded

Diamond State Financial Group is founded by Ravmond F. Bree, Jr. with a focus on financial planning.

First Location

Office opens in Newark, Delaware, serving local families and business owners throughout the community.

1989

Client Growth

Client base surpasses 100 households and small businesses.

1996

Acquisition

DSFG expands into Pennsylvania acquiring the Marsico-Weschler Group in Media, PA.

2018

Leadership

Christopher Burgos is named CEO and Joshua Shaver is named Managing Partner.

2021

DSFG Cares is founded

DSFG Cares is founded with a mission to improve the quality of life for children in the local community.

Newark Office Purchased

DSFG purchases former Medical Society of Delaware building in the Iron Hill Corporate Center.

2022

Media Office Purchased

DSFG purchases building on East State Street in downtown Media, PA.

2024

Leadership

Joshua Shaver is named Vice President

Top Workplace

DSFG is awarded The News Journal’s Top Workplaces 2025 Award for the third year in a row.

Assets

Assets under administration reach $3.2B as of December, 31.

2025

Expansion

DSFG Tax & Advisory established, specializing in comprehensive tax planning.

2026

Core Values

Core Value: Loyalty Core Value: Client-Centered Core Value: Excellence Core Value: Growth Core Value: Adaptability

Team Members

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The News Journal - Top Work Places 2025 badge 2025 The Official Community's Choice Awards - First State Favorites North Winner
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