As the economy, markets, and regulatory industry continue to be in a constant state of change, Delmarva Financial Group has found a better way to operate its business. Through an independent partnership with Osaic Inc., they are able to offer a wider variety of services, providing flexibility, additional technological efficiencies, and cost savings to their business and clients.

The primary partners of Delmarva Financial Group include Osaic Advisory Services as our Registered Investment Advisor and Osaic Wealth, Inc. as our broker-dealer.  Our primary custodians are Charles Schwab & Co., National Financial Services, and Pershing. Each business is a separate entity, though we work seamlessly together to deliver client-first customer service.