DELPHI WEALTH PARTNERS

Overview

Delphi Wealth Partners is an independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, offering fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and client education through seminars and workshops. Delphi also lists accounting among its business activities. Investment activity centers on income-oriented portfolios. The firm's stated preference is for fixed‑income instruments, with a clear tilt toward investment‑grade corporate bonds as the dominant sleeve of client portfolios. Delphi supplements core fixed‑income allocations with mutual funds, annuities and selected alternative exposures to broaden return drivers and provide diversification.

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Location & Offices