Deller Wealth Management
418 North Main Street, Royal Oak, MI 48067
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Deller Wealth Management is a finance institution located at 418 North Main Street in Royal Oak, Michigan. Specializing in personalized financial planning for clients in Oakland County, our team of fiduciaries always act in the best interest of our clients. With only 25% of advisors holding the CERTIFIED FINANCIAL PLANNER™ designation, we pride ourselves on our expertise and commitment to delivering exceptional value to our clients.
Our transparent fee structures are designed to fit into your monthly budget, ensuring that you receive top-quality financial advice without breaking the bank. We understand that financial planning is not a one-size-fits-all solution, which is why we offer tailored approaches to help you meet your financial objectives both now and in the future.
At Deller Wealth Management, we believe in building collaborative relationships with our clients in order to provide the best holistic solutions. By capping our client relationships at 150 per advisor, we are able to deliver an exceptional client experience that is focused on getting to know you and your family financially.
In addition to our financial services, we also enjoy sharing a bit about our team outside of the office. From our spunky Golden Retriever, Theodore Waffles, to our love of pickleball and relaxing at the lake with family and friends, we believe in living life to the fullest. Whether enjoying delicious tacos at Imperial in Ferndale or reminiscing about our trip to Maui with a Big Wave from Kona Brewing Company, we believe in finding joy in the little things.
Please note that the case studies mentioned on our website are hypothetical and do not involve actual Deller Wealth Management clients. As a registered investment advisor, we offer advisory services in Michigan and other jurisdictions where exempted. Our website is meant for informational purposes only, and all opinions expressed are solely those of Deller Wealth Management. Before implementing any financial strategies, we recommend consulting with an advisor, accountant, or legal counsel.
Reviews
"David provided me with a lot of information in our short conversation. Though I determined that my assets were too small for him to manage, he was still willing to provide financial advice that will undoubtedly aid in getting me to the point where he will take me on as a client."
"My husband and I decided to work with Deller Wealth Management, which is fiduciary, as we got frustrated by the lack of transparency in the other financial company we had been using in the last 15 years. Deller was on our short list based on our research (incl. background check on the SEC website), and after we interviewed top candidates, we decided to go with David (Deller). And that was an excellent decision. After working with him for a while, we confirmed that David is extremely knowledgeable, hard-working, professional, and trustworthy. He has demonstrated his genuine interest in helping us secure and grow our financials by not only advising us on a variety of financial tips but also ensuring we take actions (often walking us through the detail processes whenever necessary.). We can feel that he truly works on behalf of us."
"David is extremely knowledgeable, personable, and trustworthy. From our very first meeting I learned several strategic moves that we have since employed to set my family on an improved financial trajectory. David takes the time to understand your unique situation and is able to explain complex strategies in a way that is easy to understand. I would highly recommend David and Deller Wealth Management to anyone and everyone who may be seeking wealth management council."
"David is extremely knowledgeable and thorough in his explanations of our financial options. He has fantastic communication and always ensures we understand everything. We trust David to always do what is best for our financial future."
"We retired recently and had numerous face to face and phone discussions with David Deller to allow him to put together a solid plan to protect our investments while still supporting portfolio growth. David was easy to talk to and we have been very happy with the results we have seen thanks to his guidance. David has worked for a numerous large financial investment companies and is passionate about the financial planning business. We would highly recommend Deller Wealth Management."
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