Personalized
Financial Planning
Located in Royal Oak
Serving Oakland County
Why Deller Wealth Management?
Fiduciary
Fiduciaries act in the best interest of the client when providing financial advice. It is important to understand the fiduciary rule and ask potential advisors if they follow that standard.
CFP® Professional
Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.
Fee-Only
We offer transparent fee structures that fit into your monthly 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.
Centers of Excellence
Financial Planning is a collaborative process that involves working with financial professionals that are experts in their fields, this allows us to work towards the best holistic solutions for our clients.
Relationship Focused
Our focus is getting to know you and your family financially in order to understand your goals. We have made the commitment to cap relationships at 150 clients per advisor in order to deliver an exceptional client experience.
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.
Something New I've Tried
Pickleball
A paddle ball sport that combines elements of badminton, table tennis, and tennis.
Where I am,
When Not at Work
At the Lake
Relaxing with family & friends 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 Reading
Seven Stages of Money Maturity
by George Kinder
Favorite Drink
Bell’s Bright White
Best enjoyed with a few hands of euchre
