Delphi Wealth Management Group recently welcomed new advisor Frank Capriotti, CFP of Glen Mills to their team as they celebrated a move to a beautiful new spacious home office at 805 Springdale Drive in Exton.
Capriotti, a graduate of Widener University with an MBA and undergraduate degree in finance, has dedicated the past 16 years to ensuring his clients a sustainable and comfortable retirement.
He comes to Delphi with in-depth experience working with clients from a range of backgrounds and circumstances to create individualized and achievable financial plans.
Delphi was founded four years ago by partners Kevin McDermott and John Kane with a hands-on, client-centered approach, supporting meaningful client relations.
That has resulted in significant growth over the past four years.
“The world has changed much over the past few years with a higher rate of retirement and a sharper focus on an individual’s future financial needs,” said Kevin McDermott. “As we saw that client need grow around us, we decided to grow our own office responsibly by bringing on Frank Capriotti, a financial planner with an expertise in retirement planning.”
Capriotti is dedicated to educating his clients on the retirement process, providing them with a customized plan for themselves and their families.
“I take pride in providing honest and objective advice while assessing the client’s needs, wants and long-term goals,” he said.
Frank Capriotti resides in Glen Mills with his wife, three daughters and his dog.
Delphi Wealth Management Group brings a focus on intergenerational financial planning and wealth management, believing that long-term relationships are more important than short-term gains.
The team at Delphi brings a combined experience of more than 60 years. Its advisors specialize in retirement planning, wealth management and intergenerational financial strategies.
In addition to its new offices in Exton, Delphi also has offices at 12 Capital Drive, Suite 101 in Harrisburg.
The company uses state-of-the-art technologies to provide clients with instant, in-depth account access, the latest financial resources and an ongoing line of communication to their advisor.
Registered associates of Delphi Wealth Management Group are registered representatives of Lincoln Financial Advisors.
Securities and investment advisory services are offered through Lincoln Financial Advisors a broker/dealer (Member SIPC) and a registered investment advisor.
Insurance is offered through Lincoln affiliates and other fine companies.
Delphi Wealth Management Group is not an affiliate of Lincoln Financial Advisors. CRN-4786747-061322