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Investments and Wealth Management

Our Investment Goals For You

Delta Advisory Group provides investment services to individuals, trusts, and qualified retirement plans. The firm’s objective is to assist you in reaching your long-term financial goals. The most important thing we do is tailor your finances to your individual investment needs and risk tolerances. When you hire Delta Advisory Group, you hire a group of individuals with broad credentials and market experience who believe in a long-term disciplined investment approach and treating our clients like family. 

Part of our philosophy involves working collaboratively with our clients which includes educational newsletters and webinars periodically throughout the year on the economy, what these economic changes mean to our clients, and how this affects portfolios. It only makes sense that you will never be completely comfortable with our services if you don’t truly understand the markets and our investment discipline.

Understand Your Financial Future

25 years
Total Investment:
Potential Balance:

6.0% rate of return set as the default based on the average market rate of return. This does not constitute any guaranteed returns or outcome.

Investment Accounts
  • Brokerage Accounts

  • Trust and Estate​

  • IRAs

    • Traditional, Roth, Simple, SEP​

  • Employer Plans​

    • 401k, 403b, TSP​

  • 529 Plans

    • College Savings

Investment Types
  • Exchange Traded Funds

  • Common Stock

  • Bonds

  • Treasury Bills

  • Option Trading

  • Government Securities

  • Variable Annunity

Schedule a free consultation
Revewing Graphs

The Portfolio Management Process


Specification & Qualifications Assessment


Portfolio Types & Construction


Market Expectations & Macro Environments


Monitor & Rebalance the Portfolio


Attainment of Investor Objectives

An investor's goals, preferences and constraints are identified and specified to develop explicit investment policies.

Contact Us



Our Address

696 N Maitland Ave, Maitland, FL 32751, USA

Our Email

Our Phone No.

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