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.
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
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!
