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“A goal without a plan is just a wish.” ― Antoine de Saint-Exupéry

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

<strong>Grow Your Finances.</strong>

Grow Your Finances.

Welcome, we are Delmarva Financial Group, a financial services firm with locations in Annapolis and Kent Island, Maryland. Our professionals have 30 years of combined experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We understand that individuals and businesses face unique challenges as they prepare for retirement. We strive to help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, financial goals and objectives.

Meet Our Experienced Team

Beau Breeden

Beau Breeden

Managing Partner and Financial Advisor



Jenna Carey

Senior Client Service Specialist and Office Manager



Michael McGuire

Registered Client Service Specialist



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