Combining the specialized services of our in-house financial planning experts and CPAs, Delta Wealth Advisors addresses every angle of your financial picture from growing, protecting and preserving the wealth of your family and your business. With more than 15 years of experience in wealth management, Dino helps his clients through tax-efficient wealth strategies, cash flow management, retirement and estate planning services.
Dino graduated from the Kelley School of Business at Indiana University - Bloomington, where he was a member of the Indiana University Track & Field Team earning All-American honors and Big Ten Champion in pole vault. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, which is awarded by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
Dino graduated from the Kelley School of Business at Indiana University - Bloomington, where he was a member of the Indiana University Track & Field Team earning All-American honors and Big Ten Champion in pole vault. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, which is awarded by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
Services
Many business owners and executives find themselves trying to communicate between their financial advisor and CPA. In our experience, this can lead to missed opportunities and unnecessary taxes. With our experienced CPA's, we are able to develop and execute on tax-efficient plans and strategies. You are more than stocks and bonds, so we offer more than stocks and bonds.
Delta Wealth Advisors, LLC is a state registered investment adviser and may only transact business in those jurisdictions where they are registered or exempt from registration. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser.
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