1234 West Chester Pike
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Professional
Private Wealth Advisor
“I specialize in the design and implementation of strategies that manage personal wealth. Over the past 30 years, I’ve developed deep, consultative relationships with my clients and helped them make sound financial...
“My mission is to provide comprehensive wealth management services and personal financial planning solutions designed to achieve your objectives and exceed your expectations. Over the past 17 years as an Advisor I have focused on...
Wealth Planning Assistant
Amanda Peabody graduated from West Chester University with a bachelor's degree in finance & a minor in accounting. During her years at WCU she had an internship working with John Kane, which extended into a full time position after her...
Andrew graduated from Lebanon Valley College in 2010 with a major in psychology. He began his career in financial services with MetLife in 2010, then transitioned to Citadel in 2014 and now with Delphi in 2017. Andrew has his series 7...
There’s no warmer welcome than walking into the Delphi office and being greeted by Kelley. Being part of the Delphi Team and working with a collaborative group of individuals keeps her smiling. “The team at Delphi is able...
For more than 35 years, David Stuart has been providing guidance to his clients in the areas of retirement planning, Medicare planning and investment planning. Typically, he works with individuals and couples nearing or in retirement,...
Client Relations Specialist
Jade Maloney began her career at Delphi Wealth Management as an intern in May of 2018 just after graduation from West Chester University. With a bachelor's degree in business marketing, her fresh ideas, and her genuine concern for...
After graduating from Immaculata University with bachelor's degree in Accounting and a minor in Finance, traveling through Europe and to Disney, CJ was ready to begin his career at Delphi in December 2019. He is fitting into the Delphi...
Michele Entrekin graduated from Albright College with a combined major of business and Spanish before earning her MBA from Saint Joseph's University in 2009. She began her career working for Lockheed Martin holding various positions in...
Brandon is a rising senior at Muhlenberg College where he will complete his Bachelor of Arts in Finance with a Minor in Economics. He is a member of Muhlenberg Men’s Varsity Lacrosse team and spends summer weekends at the New...