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Accounting Firm

Diamond State Financial Group

Delaware financial advisers helping retirees, business owners and professionals plan retirement, benefits and succession

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  • Newark
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About Diamond State Financial Group

Diamond State Financial Group gives financial advice to households and businesses from Newark, Delaware, and has been in practice since 1989. Advisers build a personal relationship with each client and shape the plan around that person's goals instead of a fixed package.

What Diamond State Financial Group offers

  • Retirement planning — preparing for and managing retirement, including risk questions.
  • Estate and legacy planning — moving and protecting assets efficiently over time.
  • Business succession planning — valuing a business and planning its handover.
  • Employee benefits and 401(k) reviews — checking whether company plans help hire and keep staff.
  • Planning for professionals — medical and law school loans, and money decisions around making partner.

Who it works with

  • Pre-retirees and retirees
  • Business owners and organisations
  • Medical and legal professionals
  • Young professionals building savings and paying down debt

Key facts

  • Based in: Newark, Delaware
  • Founded: 1989

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

  • Newark

What the business tells TrustList

Founded
1989 (37 years) evidence sent

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