Fiduciaries act in the best interest of the client when providing financial advice. It is important to understand the fiduciary rule and ask potential advisors if they follow that standard. Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER designation. We provide a tailored approach to best meet your financial objectives, now and in the future.
There is no one size fits all plan here. Financial Planning is a collaborative process that involves working with financial professionals that are experts in their fields, this allows us to work towards the best holistic solutions for our clients. Our focus is getting to know you and your family financially in order to understand your goals.
There is no one size fits all plan here. Financial Planning is a collaborative process that involves working with financial professionals that are experts in their fields, this allows us to work towards the best holistic solutions for our clients. Our focus is getting to know you and your family financially in order to understand your goals.
Services
David manages the finances for a group of families and business owners in Oakland County, Michigan. His expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations, life insurance, charitable giving, and Medicare resources.
Deller Wealth Management offers Comprehensive Financial Planning to clients throughout Oakland County, MI. Clients deserve personalized solutions from professionals they know and trust. At Deller Wealth Management, our focus is getting to know you and your family financially in order to understand your goals.
Many people view estate planning as something to be addressed later in life or only after they have accumulated substantial wealth. The reality is that anyone who owns a home, has children, or contributes to a retirement account can benefit from a simple estate planning review. A basic understanding of estate planning can help you take care of the people who are important to you, potentially reduce taxes, and avoid common and costly mistakes.
Education planning programs come in many shapes and sizes. That is why the insight and guidance from your financial planner is so valuable. They are able to help you choose the right college plan while also helping you select the investment options that best fit your needs and tolerance for risk. At Deller Wealth Management, we work with you to make sure you understand the various ways to save and what that money can be used for down the road.
Financial Planning is a collaborative process that involves working with financial professionals that are experts in their fields. For our comprehensive planning clients, we offer a complementary annual appointment with a tax consultant. The tax professional will review your previous returns and provide an outside perspective, strategy, and big picture thoughts on your current or future returns based on your individual goals and circumstances.
Reviews (9)
Yeonhee Choi
Jan 04, 2022
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My husband and I decided to work with Deller Wealth Management, which is fiduciary, as we got frustrated by the lack of transparency in the other financial company we had been using in the last 15 years.
Deller was on our short list based on our research (incl. background check on the SEC website), and after we interviewed top candidates, we decided to go with David (Deller). And that was an excellent decision. After working with him for a while, we confirmed that David is extremely knowledgeable, hard-working, professional, and trustworthy. He has demonstrated his genuine interest in helping
Deller was on our short list based on our research (incl. background check on the SEC website), and after we interviewed top candidates, we decided to go with David (Deller). And that was an excellent decision. After working with him for a while, we confirmed that David is extremely knowledgeable, hard-working, professional, and trustworthy. He has demonstrated his genuine interest in helping
Grace Davis
Nov 29, 2021
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Joseph Kirby
Aug 13, 2021
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Luke Barton
Jun 15, 2021
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David is extremely knowledgeable, personable, and trustworthy. From our very first meeting I learned several strategic moves that we have since employed to set my family on an improved financial trajectory. David takes the time to understand your unique situation and is able to explain complex strategies in a way that is easy to understand. I would highly recommend David and Deller Wealth Management to anyone and everyone who may be seeking wealth management council.
Megan O.
Mar 20, 2021
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Paul D.
Jan 07, 2021
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Absolutely fantastic service. Highly recommended. David is a true subject matter expert. Far more transparent about pricing than other financial advisors so you know you're getting the best advice for YOU, not what's best for the advisor's commission. This advisor provides far more one-on-one attention than others I've used in the past.
Brandon Pedersen
Aug 13, 2020
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Cedar Neeley
Jul 28, 2020
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Daniel McLean
Jul 06, 2020
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We retired recently and had numerous face to face and phone discussions with David Deller to allow him to put together a solid plan to protect our investments while still supporting portfolio growth. David was easy to talk to and we have been very happy with the results we have seen thanks to his guidance. David has worked for a numerous large financial investment companies and is passionate about the financial planning business. We would highly recommend Deller Wealth Management.
