At the intersection of life and wealth.
Delegate is an award-winning, independent wealth advisory firm.
What does it mean to be a Delegate?
Managing wealth and creating effective plans for the future is a complicated process. We’re there for you to make sure decisions and transactions related to your wealth are in the best interest of you and your family.
Wealth Management
Estate & Philanthropy
Private Investments
Risk Management
Cash Management
Situation Analysis
Investment Strategy & Oversight
Delegate’s Mid-Year Investment Outlook.
Our newest commentary provides thoughts about the potential for a recession, the general state of the US economy, and what that means for investors and their portfolios.
About Us
The Delegate Difference.
What does it mean to be a Delegate? We meet you at the intersection of life and wealth, streamlining your financial life and your investments to help you realize your long-term financial objectives.
Insights
Delegate Advisors Named Among America’s Top RIAs of 2023 by Financial Advisor Magazine
We are pleased to announce that Financial Advisor Magazine has named Delegate Advisors among America’s Top RIAs of 2023, an annual list that honors the most elite independent advisory firms across the country. “We are honored to be recognized on Financial...
Delegate’s 2023 Investment Mid-Year Outlook
Like the popular Mark Twain misquote “reports of my death are greatly exaggerated,” the U.S. economy has yet to show the weakness that many observers had predicted to arrive by the midpoint of 2023. That is not to say the economy will not dip into contractionary...
Delegate Advisors Receives 2023 Family Wealth Report Award in Multi-Family Office Category
We are pleased to announce that Delegate Advisors has won the Multi-Family Office (up to and including $2.5 billion AuM/AuA) category at the 2023 Family Wealth Report Awards. This marks the third time our firm has received this prestigious honor from Family...
Andy Hart in Barron’s: How Advisors Help Investors Avoid Bad Tips from ‘Finfluencers’
A new type of content is overtaking TikTok, Instagram, Twitter, Reddit and other social media channels: investing advice from financial influencers, also known as “finfluencers.” With their claimed wisdom so easily accessible, many young investors are listening, with...