Find Help · Delaware

Verified financial advisors in
Delaware.

Financial Advisors serving Delaware. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.

Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.

Counting listings.
5Provider Types

What Delaware law says before a provider can do anything

Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.

Cremation waiting periodNo statutory wait
Cremation permitRequired
Death certificate filingWithin 3 days
First certified copy$25
Small estate limit$50,000
Transfer-on-death deedTransfer on death deed
State estate taxNone
Donor registryGift of Life Donor Program

Verified in Delaware so far: 11 financial advisors, 3 funeral homes, 2 grief counselors, 2 hospice & palliative care.

Every figure here comes from MORTL's Delaware guide, which cites the statute or the state agency behind it. Read the Delaware guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.

If someone has already died, what to do first in Delaware is the order to work in. It's free and it always will be.

11 providers

Before a provider is listed, MORTL checks their phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. Provider information can change after listing. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials, pricing, and availability directly before hiring.
◈Financial Advisor
Dover, Delaware

8figures

Delaware financial advisor offering AI investment advisory, portfolio management, stock, bond, crypto, real estate, and net worth tracking, and portfolio analysis services, including tax and financial planning tools, in the Dover area.

◈Financial Advisor
Wilmington, Delaware

Affinity Wealth Management LLC

Delaware financial advisory firm offering wealth management, business financial management, investment management, and retirement planning services in the Wilmington area.

◈Financial Advisor
Wilmington, Delaware

Ashford Capital Management Inc

Delaware investment management firm offering separately managed accounts and limited partnership investment opportunities for institutions and high net worth individuals, including a focus on small company growth investing, in the Wilmington area.

◈Financial Advisor
Rehoboth Beach, Delaware

Blue Rock Financial Group

Delaware financial advisory firm offering financial planning, asset management, estate planning, and business retirement plans, including services for business owners, pre-retirees and retirees, and executives and professionals, in the Rehoboth Beach area.

◈Financial Advisor
Rockland, Delaware

Grey Fox Wealth Advisors, LLC

Delaware financial advisor offering wealth management, multi-family office coordination, and public and private market portfolio allocation services in the Rockland area.

◈Financial Advisor
Wilmington, Delaware

Ih2 Advisors & Company

Delaware financial advisory firm offering retirement planning, investment management, and financial planning services in the Wilmington area.

◈Financial Advisor
Greenville, Delaware

Investment Management & Planning LLC

Delaware financial advisor offering financial planning, retirement planning, and investment planning, including financial and succession planning for business owners, in the Greenville area.

◈Financial Advisor
Wilmington, Delaware

Marvin & Palmer Associates

Delaware investment management firm offering global equity strategies, separately managed U.S. equities strategy, and global thematic investing in the Wilmington area.

◈Financial Advisor
Montchanin, Delaware

Montchanin Asset Management, LLC

Delaware investment advisory firm offering large-cap U.S. separate account management and portfolio construction for individuals, families, and institutions in the Montchanin area.

◈Financial Advisor
Wilmington, Delaware

Stratfi

Delaware financial advisor offering investment management, retirement planning, and portfolio consulting services, including institutional investing, in the Wilmington area.

◈Financial Advisor
Wilmington, Delaware

Westover Capital Advisors, LLC

Delaware financial advisory firm offering investment management, wealth planning, tax consultation and preparation, and family office solutions in the Wilmington area.

About This Directory

How provider listings work.

Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.

A listing isn’t a recommendation, endorsement, guarantee, or referral.

MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.

Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.

Know Someone Good?

Suggest a provider.

Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.

Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.

Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.

Free. Before listing, we check every suggested provider's phone and address against their own website. Listing in this directory isn’t an endorsement by MORTL.

For Providers

Get listed. Free.

MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.

A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.

Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.

✓Operates in one of our listed provider categories
✓Has a working website that shows your phone and address
✓Transparent about how you work and what you charge

A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.

Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →

Licensing and credential requirements vary by provider type and state. If this doesn’t apply to your category, write "Not applicable."

Free. By submitting, you confirm that the information is accurate. We review all applications before listing. Listing in this directory isn’t an endorsement by MORTL.

Don't see your state?

We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.

Financial Advisors by state

Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.

Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →