Delaware Financial Planning

Financial Services • Newark, Delaware, United States • 1-10 Employees

Company overview

Headquarters	Newark, Delaware, United States
Phone number	+13024648409
Websites	del-finplan.com delawarefinancialplanner.com
NAICS	52
Keywords	Holistic Financial Planning
Founded	2022
Employees	1-10

Key Contact at Delaware Financial Planning

Mike Staman

Owner, Chief Financial Planner

Delaware Financial Planning Email Formats

Delaware Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@del-finplan.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@del-finplan.com	100%

About Delaware Financial Planning

I founded Delaware Financial Planning to build the firm that I would hire if I was looking for an advisor. Flat, transparent pricing, and an emphasis on controlling the things that matter through deep-dive financial planning. A place to turn when you have financial questions but don't want to be sold any products. I’m applying 25+ years of experience to a select number of families, helping them maximize their financial situation. I have expertise in retirement, tax, and estate planning, and especially enjoy helping with charitable giving. Focusing on mid to late-stage professionals looking to retire or reach financial independence in the next 5-10 years, my goal is to add massive value and improve the lives of the families I'm honored to serve. Visit my website for more details and schedule an introduction, or just give me a call or send me a note at Mike@del-finplan.com. I look forward to talking with you!

Delaware Financial Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Delaware Financial Planning has never raised funding before.

Delaware Financial Planning Tech Stack

Discover the technologies and tools that power Delaware Financial Planning's digital infrastructure, from frameworks to analytics platforms.

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Modernizr

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Lodash

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Squarespace Commerce

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Frequently asked questions

Delaware Financial Planning is located in Newark, Delaware, US.

You can reach Delaware Financial Planning at +13024648409.

Delaware Financial Planning was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

Delaware Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Delaware Financial Planning

Mike Staman

Owner, Chief Financial Planner

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