Delta Wealth Advisors LLC

Nathan Stone is a CFP® professional with two years of experience at Delta Wealth Advisors LLC in Indianapolis, IN. Prior to joining the firm, he spent five years at Indiana University and four years at Lawrence North. Delta Wealth Advisors serves individuals, including high-net-worth and accredited investors, as well as business entities, providing portfolio management, a Net Worth financial-planning model, and pension plan fiduciary services. The firm employs discretionary AUM management and active trading strategies that emphasize ETFs and single-stock exposure, integrating comprehensive planning and a unique affiliation with an accounting practice.

Dino Efthimiou is a CFP® and holds a Series 66 license with 20 years of industry experience. He currently serves at Delta Wealth Advisors LLC and Wealth Advisory Solutions, LLC since 2017, following prior roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Delta Wealth Advisors serves individuals, including high-net-worth and accredited investors, as well as business entities, providing portfolio management, comprehensive financial planning, and pension plan fiduciary services. The firm emphasizes discretionary management using ETFs and single-stock exposure, integrates detailed investment policy statements, and offers specialized services such as private alternative investment vetting and 3(21)/3(38) pension fiduciary support.

Nicholas Finnigan is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Delta Wealth Advisors LLC in Indianapolis, IN. Prior to joining Delta Wealth Advisors in 2017, he worked at Morgan Stanley and its Private Bank division. He is a 24.5% part-owner of Delta Wealth CPA's and Advisors. Delta Wealth Advisors serves individuals, including high-net-worth and accredited investors, as well as business entities, providing portfolio management, financial planning, and pension plan fiduciary services. The firm employs discretionary asset management and active trading strategies focused on ETFs and single-stock exposure, integrating comprehensive planning and private alternative investment vetting for net worth clients.