Delta Financial Group

Specialties

Delta Financial Group, Inc. is a Registered Investment Advisor providing independent investment advice. We commit to fully understanding each of our clients’ best interest and working towards that end. In contrast to a sales relationship, a fiduciary relationship legally requires the full disclosure of all conflicts of interest that could interfere with our ability to provide unbiased investment advice.

We believe in long-​term investing, and our goal is to achieve superior returns with low or moderate risk. Our portfolios are managed with an eye toward controlling risk and are designed to be «all-​weather» portfolios that can withstand market changes while providing consistent performance.

At Delta, we are compensated by investment management fees based upon a percentage of account size, so we do not earn commissions for buying or selling investments. Our clients prefer this method because it keeps all interests aligned and encourages us to remain focused upon investment performance, tax avoidance, risk management, and expense control rather than upon the generation of trading volume.

History

Established in 1991.

Delta Financial Group, Inc. is a Registered Investment Advisor, listed with the Securities & Exchange Commission since 1991. We are an independent financial advisory firm that provides money management and comprehensive financial planning services. We were recognized as one of the Largest FEE ONLY Registered Investment Advisory Firms in the U.S. as published in Investment News in December 2013.

Meet the Manager

Brian M.

Manager

We pride ourselves in our ability to provide personalized service and advice to each client. We go to great lengths to obtain the information necessary to properly understand each client’s objectives, constraints and special needs.