Delegate Advisors
Financial Service
Why pick this one
Delegate Advisors is an independent wealth advisory firm integrating financial planning and investment management around clients' long-term objectives.
Best for
- Clients seeking coordinated wealth management and financial planning
- Families planning around long-term financial objectives
- Clients wanting investment decisions considered alongside broader life and wealth planning
Specialties
- long-term financial planning
- wealth management
- investment management
What makes them different
- Independent wealth advisory firm
- Coordinates clients' financial lives and investments around long-term financial objectives
- Website identifies Delegate as award-winning and displays Bloomberg, Forbes, Financial Times, U.S. News, and San Francisco logos
Distilled from this business's own website.
Contact & Location
- Address
- 1215 Environ Way, Chapel Hill, NC 27517-4427
- Website
- https://www.delegateadvisors.com
Services
- wealth advisory
- financial planning
- investment planning