Delaware Avenue Advisors Inc. is a fee-only, SEC-registered investment advisor. Our focus is on providing integrated financial planning and investment management designed to empower our clients through continuous education and objective guidance.
While our client base is diverse ,we have a unique long standing expertise in retirement income planning and income-generating equity portfolios. As a dedicated fiduciary, we operate with a "You First" commitment to ensure your goals always drive our strategy.
Your Investment Fiduciary.
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Portfolio Management
From passive indexes to actively managed stock and bond portfolios, our capabilities meet our clients unique needs.
Financial Planning
Portfolio management starts with an integrated financial plan, which includes risk analysis and insurance planning.
02
Retirement Planning
Customized roadmaps and bespoke income generating portfolios designed for a long retirement horizon.
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We proudly participate in the Erie County "Thank A Vet" Program.
Tailored Solutions for Your Unique Financial Future
Expert Guidance for Your Financial Journey
We hold ourselves to the highest standards of professionalism and client advocacy by adhering to the CFA Institute’s Asset Manager Code of Conduct.
We have no outside investors, no public shareholders, and therefore no conflicts with our client family. Unlike publicly traded, parent‑owned, or foreign‑owned investment providers, where one must ask whose interests come first, our structure eliminates competing priorities.
At Delaware Avenue Advisors, our clients’ interests always come first.
Let’s Navigate Your Future
Our dedicated team provides the clarity, education and expertise you need to secure your financial legacy.
You First!
How Can We Be Of Service To You?
• EXPERTISE • GUIDANCE • CLARITY• EXPERTISE • GUIDANCE • CLARITY