Home|How We Help|Who We Are|Why Choose Us|Education|Disclosure|Contact Us

Our Mission

To be the ultimate resource for trusted financial advice,
enabling you to meet challenges and reach financial goals with confidence.
Fiduciary Advisory Services Since 1983
      • Ranked as one of the top 8 advisory firms in the Philadelphia region by AdvisorHQ News in 2016
      • Advisors with Certified Financial Planner®, Certified Public Accountant, and Personal Financial Specialist  designations


As Delaware’s first Fee-Only financial planning and investment advisory firm, we have always served our clients on a fiduciary basis. 

Unlike representatives from banks, brokerages, and insurance companies, we are exclusively Fee-Only. Our advisors receive no commissions, bonuses, trips, or rewards, when making specific investment recommendations, leaving us free to recommend only those strategies we believe are in your best interest. 

The reputation of our firm for excellence and care continues to grow. We do not compensate other professionals for referrals. If you are referred to us from a trusted lawyer or CPA, you can be assured it is because that professional believes we will meet your needs. 
© 2019 Schiavi + Dattani | 2710 Centerville Rd., Suite 201, Wilmington, DE 19808 | All rights reserved
P: 302-994-4444 | F: 302-994-4443 info@SDFinancialAdvisors.com |
Disclosure | Contact Us