Delphi Wealth Management Group Opens Office in West Chester
Partners specialize in intergenerational wealth management and planning with a keen focus on trusted client relationships
West Chester, PA – Wealth management advisors, with 47 years of combined experience, have joined forces and opened a new financial advisory office in West Chester, PA.
Partners Kevin McDermott of West Chester and John Kane of Downingtown opened Delphi Wealth Management Group this past December, specializing in retirement and life event planning. Both Widener University graduates, McDermott and Kane utilize cutting-edge financial planning technology and an extraordinarily high standard for service.
With a focus on intergenerational financial planning and wealth management, Delphi believes that long-term relationships are more important than short-term gains and will never sacrifice the former for the latter.
“I have always put the interests of my clients first,” says McDermott. “As an independent wealth planner with complete transparency, I am able to work with my clients to help create a customized plan to help achieve key financial goals, such as wealth accumulation during the working years, security and independence in retirement, and the efficient transfer of accumulated wealth to loved ones.”
With nearly 30 years of experience, McDermott has been named one of the Top 100 Investment Consultants ten times by Bank Investment Consultant magazine* He is also Philadelphia magazine’s Five Star Award Winner from 2012-17. He currently serves on the Board of the Chester County Food Bank.
“I pride myself on working with clients and developing customized financial plans to try to ensure they are making the best decisions for their financial future,” says Kane. “Primarily working with pre-retirees and retirees, I concentrate my efforts towards assisting clients with producing a sustainable stream of income, through time, which keeps up with their cost of living in an effort to preserve their dignity and independence in retirement.”
Kane has been an Independent Financial Advisor for 17 years specializing in designing strategies that assist with wealth accumulation during clients’ working years. He was named one of the Top 100 Investment Consultants from 2013-2016 by Bank Investment Consultant magazine and also Philadelphia magazine’s Five Star Award Winner from 2011-2016**. He currently serves on the Boards of the Marple Newtown Ice Hockey Club, the Lionville Community YMCA, and formerly the United Way of Chester County.
Kevin McDermott and John Kane are registered representatives of Lincoln Financial Advisors.
Securities and advisory services offered through Lincoln Financial Advisors a broker/dealer (Member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Delphi Wealth Management Group is not an affiliate of Lincoln Financial Advisors. CRN-2049686-030618
The office is located at 1234 West Chester Pike, Suite 202, West Chester, PA. http://delphiwmg.com
Categorised in: Member News
This post was written by Meridith McCarty