OUR STORY: AT THE INTERSECTION OF LIFE + WEALTH
After starting his career in the banking industry, our founder Andy Hart learned early on that while he loved working closely with families to manage their wealth, he was conflicted when pressured to recommend proprietary products that were often overpriced or inferior to other options. There had to be a better way to serve clients.
At the intersection of life and wealth, Delegate was born from a desire to offer client families a better way to manage their financial lives. From the beginning, Delegate Advisors was built to offer families a whole wealth solution covering everything from investments to taxes to wealth planning to risk management, in an independent setting without the burden of sales pressure and conflicts of interest.
Today, Delegate Advisors is led by a five-member board and a team consisting of some of the brightest in the business with experience across a broad spectrum of financial and investment responsibilities.
Most importantly, we are genuine. Friendly. Loyal. And we truly care about our clients.