News & Events
News & Events
February 1, 2023
Delphi publishes the 2022 Annual Report
Click here >>2022 Annual Report<< to read about what the staff has been up to both personally and professionally as well as a message from Partners John and Kevin!
January 19, 2023
Important Secure Act 2.0 Information
Click >>HERE<< for information on the new Secure Act 2.0. As always, we are here to answer any questions you may have on how this may impact your personal financial situation.
December 2, 2022
Delphi Welcomes Dave Layo and Jocelyn Donovan
We are excited to announce that Financial Planner, Dave Layo, and his Wealth Assistant, Jocelyn Donovan, have joined the Delphi family!
November 03, 2022
Happy 5 Year Anniversary, Delphi!
Delphi celebrated our 5 year anniversary with a day of fun activities; a chili cookoff (congratulations to winner, Kristen Neri!) and a Phillies/Eagles tailgate party.
June 02, 2022
Delphi Unveils New Location
Delphi hosted our first open house at our new location, 805 Springdale Dr. Exton, Pa! Some of our favorite local vendors (Buddy's Burgers, Dia Dolce Cupcakes and Locust Lane Brewery) supplied delicious food and drinks to help us make the event great. We also asked our clients, family and friends to bring donations for the Chester County Food Bank and boy did they deliver!
November 11, 2021
Eagles v. Saints
Lincoln hosted Delphi at the Linc to watch the Eagles take on the New Orleans Saints!
September 25, 2021
Delphi BBQ III
The Delphi picnic is back! We welcomed our clients back to Brandywine Outfitters for the perfect fall afternoon filled with food, music, axe throwing, face painting and great company. What a way to close out summer 2021!
July 30, 2021
Delphi Opens our Harrisburg Location
The doors are open at Delphi WMG Harrisburg! The whole Delphi team was able to travel to our newest location for a tour and some team building. Tara and Michelle are excited to finally be able to meet with clients at in their new space. Stop by and say hi!
July 24, 2020
To say that Delphi simply offers investment planning would be a vast understatement. Delphi's services go beyond investment planning. Wealth management incorporates all aspects of finances from retirement goal setting to tax reduction strategies, and Delphi offers them all: a full roadmap of services that can cover all of your financial needs.
You can view the Delphi Roadmap Here
April 22, 2020
Amid Market Volatility, CARES Act and an Uncertain Future, Delphi Wealth Management is Here for You.
Read the Press Release and then you can use our helpful graphic or share with a friend.
September 14, 2019
Delphi BBQ II
Delphi clients enjoyed a beautiful day of good food, good music, and lots of laughs at Brandywine Outfitters to celebrate the last days of summer.
March 1, 2019
Chester County Food Bank FRESHstart Kitchen Donation
Delphi presented Chester County Food Bank with a check for $25,000 to help sustain the Food Bank’s recently launched FRESHstart KitchenTM, a program specifically designed to assist individuals with limited work experience, modest academic skills and significant personal challenges – including substance abuse and criminal records, to provide life skills to help address distinctive and significant challenges entering or reentering the workforce. The team then spent the afternoon sorting and boxing 4,900 lbs. of donated food for the Food Bank.
Read the Press Release
Additional Press Coverage:
February 7, 2019
SEI Economic, Market, and Tax Update
During our second teaming with SEI for an educational Lunch & Lecture, Dean Miolo reviewed current Market conditions and discussed opportunities within the new tax laws for investment planning. SEI streamed the event for those who could not be physically present, and has provided a link to that recording:
Link: http://sei.mediasite.com/mediasite/Play/94b4ce4254c745e9aaade08be5d7a08e1d
January 1, 2019
2018 Annual Report
It’s hard to believe that it’s already been a year since we started this journey as Delphi Wealth Management Group. What an exciting, successful, and fun year it has been! View our 2018 Annual Report as we look forward to another successful year together.
Download our 2018 Annual Report
November 30, 2018
Top Hat Champion
Delphi Wealth Management was proud to be the Top Hat Champion at the 20th anniversary Gettysburg Address contest in West Chester hosted by the Chester County Community Foundation and the Historical and Architectural Review Board. And our own Kelley Meagher served as a judge.
November 16, 2018
Delphi Wealth Management Group Marks Milestone with Ribbon-Cutting Ceremony
Marking their one-year anniversary, Delphi Wealth Management held a ribbon-cutting ceremony at their West Chester office celebrating with friends, colleagues and area business leaders.
Partners Kevin McDermott of West Chester and John Kane of Downingtown opened Delphi Wealth Management Group at the end of 2017, to specialize in retirement and intergenerational wealth management planning. Both Widener University graduates, McDermott and Kane utilize cutting-edge financial planning technology and an extraordinarily high standard for service.
“John and I began this business so that we could offer our clients the latest technology in financial planning with an ever-constant high level of service and trust,” says McDermott. “We believe that long-term relationships are more important than short-term gains and will never sacrifice the former for the latter.”
“We could not be more proud by what we have been able to achieve in this one short year, however we are even more excited to see what the future holds,” says Kane. “We have a lot of plans to not only grow our office, but continue growing our outreach within the communities that we serve.”
October 4, 2018
Chester County Food Bank Day of Service
The Delphi team had a Day of Service for the Chester County Food Bank at Pete's Produce. They picked over 400 pounds of Kale and 300 pounds of Collard Greens!
September 15, 2018
Old Fashioned BBQ
Delphi grilled up a good time for clients as they enjoyed an old fashioned BBQ to celebrate the last days of summer.
August 16, 2018
Lincoln Financial Center Client Tour
Delphi Wealth Management hosted clients on a tour of the Lincoln Financial Field facility - home of the Philadelphia Eagles.