DELTA FINANCIAL ADVISORS, INC

Overview

Delta Financial Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm serves individual and family clients and delivers financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its business model combines traditional advisory fee arrangements (percentage of assets under management) with hourly charges, and the firm also operates as an insurance broker and provides accounting services. Delta is not positioned as an ESG-focused or multi-state advisory platform and does not act as a capital allocator or pension consultant.

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