Delano has direct responsibility for managing client relationships. He works closely with clients to understand their financial objectives, manage their investments, and review progress. He has over a decade of experience in the financial industry. He holds a series 65 certification. Delano earned his Masters in Business from the University of Chicago Booth School of Business and a Bachelor of Science in Business Administration from the University of Nebraska at Omaha.
New Street Advisors Group has formed relationships with leading financial organizations. Our partnerships give our clients access to the latest in financial tools, security and account management. We have partnered with Charles Schwab for our investment management services. Our planning software partner is MoneyGuidePro.
New Street Advisors Group is a dedicated and transparent financial planning team. We understand our clients need to receive objective advice about their finances. We do not sell products. We are independent fiduciaries that advise in the best interest of our clients. We believe in being accountability partners through every stage of the financial journey
New Street Advisors Group believes in efficiency and accommodating the needs of our clients for meetings. Our clients have the flexibility of setting up virtual meetings using the latest technology. This allows our clients the simplicity of meetings without any interruptions in their day. In person meetings and phone calls are also encouraged.
We partner with you to understand your financial goals. Financial planning can be complex, our advisors first seek to understand you and your financial needs. We use this information to customize our solutions for each client.
We believe in a goal based foundation for comprehensive financial planning and investing. Once we understand your needs, we align our solutions to set you on the path to reaching your goals.
We create a customized portfolio to meet your objectives. We analyze your investment portfolio and work to find you the right asset allocation. We implement our plans by investing your funds and managing your portfolio. We look to minimize risk while reaching your investment goals. We actively review your portfolio.