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WHAT DOES IT MEAN TO BE A DELEGATE?

Welcome to Delegate Advisors, an independent wealth advisory firm. Many things set Delegate apart, but the relationships we form with our clients make the biggest difference. Managing wealth is complicated, but we are here as your strategist, your investor, your trusted partner – every step of the way to simplify and clarify your financial life. 

This is what it means to be a delegate. Find out why we’re different.

Delegate Advisors q3 Letter

In this letter, we discuss recent market volatility and look back a decade to reflect on the 2008-2009 global financial crisis. We review causes and effects of the crisis with an eye toward what Delegate has learned and how we have prepared clients for the next crisis. 

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How DO I PROTECT MYSELF FROM SECURITY THREATS?

After years of working with clients, we’ve observed that many families share similar questions. Periodically, we answer these questions in our Heard from Clients series. Now, we’re turning this popular series into in-person events.

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Delegate receives award from the family wealth alliance

We are pleased to announce that Delegate Advisors has won the 2018 Best in the Industry Award in the category of Boutique Multifamily Office (Firm) from The Family Wealth Alliance, an organization that recognizes trailblazers in the industry.

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Delegate Advisors at a Glance

What does it mean to be a Delegate? Simply put, we streamline your financial life. By working directly with you, or with your external financial providers, we focus on delivering independent wealth advice. We are different for several tangible reasons – find out more by viewing this overview.


Sound Interesting? Give us a call to find out more. 919.932.8400


NEWS & INSIGHT