Advisors at this firm
Damon N
Series 65
Wilmington, DE
Delaware Wealth Planners
Damon Nickle is a financial advisor at Delaware Wealth Planners with 15 years of industry experience. He holds the Series 65 designation and has previously worked at Biddle Capital Management for 11 years. In addition to his advisory role, he works as an independent insurance agent specializing in fixed products. Delaware Wealth Planners serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analysis, managing accounts on a discretionary basis with regular reviews and formal pension consulting services.
Brent B
Series 65, Series 66
Wilmington, DE
Delaware Wealth Planners
Brent Bonstingl is a financial advisor at Delaware Wealth Planners with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Delaware Avenue Wealth Planners, LLC since 2013, including a prior period there from 2013 to the present, as well as seven years at Penn Investment Advisors, Inc. Brent also works as an independent insurance agent specializing in fixed products. Delaware Wealth Planners serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses and offers formal pension consulting, including fiduciary roles for ERISA plans.
Timothy H
CFP®, Series 65
Wilmington, DE
Delaware Wealth Planners
Timothy Humphreys is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He is affiliated with Delaware Wealth Planners and has worked at firms including Eagleview Advisors, Inc. and Delaware Avenue Wealth Planners, LLC. Outside of his advisory roles, he has ownership and advisory positions in several businesses across industries such as business consulting, heating and cooling, and organizational services. Delaware Wealth Planners serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, quantitative, technical, and modern-portfolio-theory analysis, managing accounts on a discretionary basis with regular reviews and oversight of third-party managers.
