Delphi Wealth Management Group specialists are advising clients from new offices designed to address financial matters of families at any stage. Delphi team members indicate the new space at 805 Springdale Drive in Exton allows for utmost confidentiality and guidance in a welcoming, high-tech atmosphere.
Kelley Meagher, Delphi chief operating officer, says the move affords ample meeting spaces and technology upgrades to share their knowledge, while demonstrating and forecasting a host of investment and insurance products.
DWMG was started by John Kane and Kevin McDermott, who have collective experience spanning 45-plus years. They and their team of 20 advisors continue to build long-lasting relationships by customizing holistic financial plans to align with each client’s vision. The company is known for their guided consultations and risk analyses to determine the best-fitting configuration of products.
"By focusing on intergenerational financial planning and wealth management, Delphi helps our clients stay on track with short-term objectives, long-term goals and overall retirement," says John.
Kevin adds, "Our team will work tirelessly to help you achieve your financial goals, whether you’re looking into tax strategies, estate planning, business matters or lifestyle choices."
For example, the Medicare Advantage Open Enrollment period is open through Dec. 7. For those selecting Medicare plans for 2023, Delphi advisors can help assess the Medicare options, while providing detailed information for making an informed decision. They assure they can outline what's new for 2023, compare Medicare plan benefits and costs, and demonstrate how to enroll in a new plan.
Working in the community as diligently as they work in the office, Delphi’s team shares their expertise with local organizations and nonprofits. Their community contributions include:
- Operation Christmas Child: providing gifts for underprivileged children.
- Chester County Food Bank: assisting individuals re-entering the workforce by supporting the FRESHstart Kitchen program.
- Give Grief Hope: supporting A Haven's fundraiser.
- United Way of Chester County: donating to peanut butter and jelly drives.
- Champions Against Hunger: sponsoring the Chester County Food Bank.
- Chester County Historical Society: sponsoring Pennsylvania History Day Contest.
Kevin and John also serve on boards of directors within their communities. These groups are: Chester County Food Bank (Kevin) and A Haven (John).
Another way the Delphi team gives back is through hosting a robust internship program for college students pursuing financial-related careers at institutions such as New York University and Penn State University.
“Each Delphi effort is designed to share success and initiate future growth among our clients, staff and within our community,” Kelley adds.
Office hours: Monday through Friday 8 a.m. to 5 p.m.
Kevin McDermott and John Kane are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors a broker/dealer (Member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Delphi Wealth Management Group is not an affiliate of Lincoln Financial Advisors. (CRN-5052947-102022)
The Medicare Advantage Open Enrollment period is open through Dec. 7. For those selecting Medicare plans for 2023, Delphi advisors can help assess the Medicare options, while providing detailed information for making an informed decision.