Combining the specialized services of our in-house financial planning experts and CPAs, Delta Wealth Advisors addresses every angle of your financial picture from growing, protecting and preserving the wealth of your family and your business.
Delta Wealth CPAs Provides Tax Services for Business and Personal Needs
With more than 15 years of experience in wealth management, Dino helps his clients through tax-efficient wealth strategies, cash flow management, retirement and estate planning services. Dino graduated from the Kelley School of Business at Indiana University – Bloomington, where he was a member of the Indiana University Track & Field Team earning All-American honors and Big Ten Champion in pole vault. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, which is awarded by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc.
Dino, his wife, Stacey, and their children, Niko and Maia, live in the Meridian Kessler neighborhood of Indianapolis.
Niko has more than a decade of experience in the investment management industry. Previously, Niko worked with pensions, foundations and endowments as a global institutional investment manager. He currently holds both the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst® (CAIA®) designations. Niko graduated from the Kelley School of Business at Indiana University – Bloomington.
Niko and his wife, Alexandra, live in Hinsdale, IL with their two kids.
With 10 years of experience in public accounting, Ryan specializes in tax planning, tax compliance, bookkeeping and general business advisory services for his business, individual and nonprofit clients. Before entering the financial services industry, Ryan graduated from the Krannert School of Management at Purdue University in 2009. Ryan is a licensed Certified Public Accountant (CPA) and is a current member of the American Institute of Certified Public Accountants and The Indiana CPA Society.
Ryan currently resides in McCordsville, Indiana with his wife, Abby, and their three kids, Lucy, Darla and Reggie.
A newcomer to Delta, Elisa joined the firm in June 2019 with 6 years of experience in public accounting and firm management. Elisa specializes in monthly accounting, financial statement preparation, and payroll tax compliance. She is dedicated to helping our clients achieve business success by working with them to establish practical and sound financial processes. Elisa finds it rewarding to help clients become better organized and get them to a place where they are not overwhelmed with the accounting side of running a business. She is committed to delivering tax and financial services that meet each client’s unique objectives. Elisa is a notary public and has a knack for training others in the use of QuickBooks and other accounting systems.
When not crunching numbers, Elisa volunteers at her church teaching Kindergarten and enjoys playing beach volleyball.
You’re a smart, savvy entrepreneur who made a living doing what you love. And while you’ve done a decent job managing your and your business’s finances on your own, there comes a point where the need to delegate these responsibilities becomes apparent. Whether it’s lack of time, know-how or the desire to get it right, you understand the importance of working with someone who can align every aspect of your financial life with your vision for the future.
Dave and Laura Wilson worked for Laura’s family business for over 30 years. Starting as an intern in high school, Laura has recently retired as COO. With work, family and commitment to community service, the Wilson family never had the time or interest in learning how to invest in financial markets. Now faced with the next step in their lives, Dave and Laura reached out to Delta Wealth Advisors to build solutions for their questions.
Joe and Mary Dawson are busy raising their young family, leaving them limited time to worry about anything else between work and family. The Dawson’s knew they needed help with their finances because they didn’t have the time or expertise to address all of their concerns – especially with Mary operating her own small business.
To help simplify and improve their finances, they were looking for a “point guard” advisor to oversee and coordinate their entire personal and business finances.
Jenni and Paul Backland are both busy professionals in demanding industries. Paul frequently travels for work as a Director of Sales, and Jenni is expecting to become a partner at her law firm in the next few years. With their focus on their careers, the Backland’s want qualified, skilled professionals who can implement and execute a plan for the future.
We’ve built our firm by working with hardworking business owners and executives who understand the importance of putting their financial futures in capable, dedicated hands. Our clients work with us because they have a lack of time, willingness or ability to handle their planning, investments and taxes.
Our clients appreciate having a team of advisors who fight for every edge in their finances.
Are We Right For You?
Our financial plans are not “set it and forget it”, leather-bound documents. We are focused on frequent communication and maintaining flexibility today while working towards tomorrow’s goals. This flexibility affords us the opportunity to adjust to life’s inevitable changes.
When presented with life’s uncertainty, we provide you with our knowledge gained from having worked through similar situations many times before. Because we work with a specific client—business owners and executives—we frequently work through similar problems and can present multiples solutions to the same problem. Our advice provides you with new insights and comfort in your decisions.
Review your free retirement ready checklist to help you and your advisor determine how prepared you are for financial independence - and what still needs to get done.
You’ve accumulated wealth through years of hard work and diligent saving. As you determine your long-term goals, such as financial independence in retirement or paying for college, you need an investment strategy tailored to preserve, protect and grow your wealth as needed.
With a mindful approach to the effect taxes have on your investments, we extend beyond the realm of stocks and bonds to find the investment approach that works best for your specific needs.
While we tailor our solutions and advice based on your unique long-term goals, we’ve standardized our investment process by utilizing 5 investment models that vary based on what you need your assets to achieve.
Does Your Portfolio Align With Your Risk?
You make a statement with how and where you spend your money. Impact investing offers socially conscious investors the opportunity to align these values with their investments. Doing so allows our clients to consider their investment funds an extension of their values and charitable endeavors.
Access your accounts using our secure logins anytime, anywhere.
Whether you have a question about our offerings or you’re interested in working with our team, simply give us a call or fill out the form below to get started.
