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!
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.
We are excited to announce that Financial Planner, Dave Layo, and his Wealth Assistant, Jocelyn Donovan, have joined the Delphi family!
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.
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!
Lincoln hosted Delphi at the Linc to watch the Eagles take on the New Orleans Saints!
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!
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!
Download our 2020 Annual Report
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
Read the Press Release and then you can use our helpful graphic or share with a friend.
Download our 2019 Annual Report
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.
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:
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:
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
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.
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.”
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!
Delphi grilled up a good time for clients as they enjoyed an old fashioned BBQ to celebrate the last days of summer.
Delphi Wealth Management hosted clients on a tour of the Lincoln Financial Field facility - home of the Philadelphia Eagles.