A MESSAGE FROM DELEGATE REGARDING COVID-19

Why is Delegate Different?

We’ve worked for the big banks. We’ve worked for independent firms. We’ve studied the endless fine print that comes with any financial decision. From our collective experience, we believe our clients want the following from their financial advisor:

Advice without the potential conflicts that come with the Wall Street and big bank models.

A true fiduciary partner that helps you with more than just your investment portfolio.

Access to the investment team with all investment opportunities vetted.

No commissions or hidden fees.

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Our One Page Overview


Above all else, we’ve learned to listen. Truth is, there are a lot of reasons clients choose Delegate. But the reason our clients stay with us is because we care. Learn what this means.

WE LOOK AT THE HORIZON.

No two clients are alike. The most important thing we do is to create customized plans for our clients – each unique, but all fundamentally based on our clients’ long-term goals. This is the Horizon model and serves as our guide for every decision.

WE ARE FIRM BELIEVERS IN PATIENT BUT FLEXIBLE CAPITAL.

“Patient but flexible capital” means keeping your money on a steady path without overreacting to short-term fluctuations, while maintaining the ability to deviate when appropriate opportunities arise.

WE BELIEVE IN THE GOLDEN RULE.

This means doing what’s right every step of the way with transparency and accountability. It means we would never do anything with your money that we wouldn’t do with our own.

WE PREFER TO TAKE OUR TIME.

Our methodical pace is set to check and recheck every transaction to minimize mistakes and ensure that every decision stays true to your long-term goals.

WE REDUCE THE NOISE.

We evaluate your existing portfolio to identify areas to improve efficiency. Often, a few simple changes make a big difference, creating portfolios that are simplified, more cost-effective and easier to oversee.

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 over-priced 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.

Meet Our Founder, Andy Hart.


Our Team