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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.

How Do I Raise My Kids Amidst Wealth?

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 and sharing what we learn.

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Delegate advisors listed on ft top 300

Delegate Advisors announced that it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisors.

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Delegate Advisors q1 Commentary

In our latest investment commentary, we discuss several indicators that have increased our concerns including increased volatility, a flattening yield curve, the risk of a geopolitical event such as a trade war and the ballooning federal deficit.

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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