Personalized Financial Planning
Located in Royal Oak
Serving Oakland County
Comprehensive financial planning for families with custom solutions to achieve your financial goals
Why Deller Wealth Management?
Fiduciary
Fiduciaries act in the best interest of the client when providing financial advice. Non-fiduciaries need only to recommend products that are “suitable” — even if they are not the lowest-cost or most ideal for you.
CFP® Professional
Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.*
*Source: www.cfp.net, www.cerulli.com
Fee-Only
We offer transparent fee structures that fit into your monthly or quarterly budget. Our goal is to far exceed in value what you will ever pay us in a fee.
Personalized Advice
We provide a tailored approach to best meet your financial objectives, now and in the future. There is no one size fits all plan here.
Retirement Planning Case Studies
Note: These case studies are hypothetical, do not involve a Deller Wealth Management client, and should not be construed as a guarantee.
David Deller – Owner
We all set goals in life, many are financial or have a financial component to achieving them. No matter our age or income, we plan. I had an interest in financial planning and finance from a very early age. It is a true joy and my life’s passion to help my community members set smart goals and plan the steps needed to make them a reality. I look forward to learning more about your unique circumstances and goals. Providing financial advice is a considerable responsibility that I do not take lightly. I promise to treat your accounts with the respect it took to earn each and every dollar in them.
Pet
Golden Retriever, Theodore Waffles
This spunky boy greets me home every day with a full body wiggle, making me smile.
Favorite Past Time
Backyard Game with Friends
Where I am, When Not at Work
At the Lake
Throwing some casts to catch a bass or going on a pontoon ride around the lake.
Favorite Date Night
Tom's Oyster Bar, Royal Oak
This place has the best Spanish coffees and lobster mac & cheese.
What I am Listening To
Spotify
Catching up on my favorite podcasts or listening to some country.
Favorite Drink
Lager of the Lakes, Bells Brewery
Nothing is better than a cold beer in the summer.
