Delta Wealth Advisors' Form CRS — Delta Wealth Advisors

https://static.twentyoverten.com/5dbae4070e9ee61a1a24f93d/ad4I_GI77Tw/DWA-Form-CRS.pdf

I Association
(IU Athletic Alumni)

Not Quite Ready to Work With Us?

Stay up to date on the latest industry news with Delta’s TIPS

Delta Wealth Advisors

5915 North College Ave
Suite 200
Indianapolis, IN 46220

Email:
info@deltawealthadv.com

Phone:
317.735.6445

Delta Wealth Advisors is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. This website has been prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person. Neither the information nor any opinion expressed on this website is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. View our full disclosure. For more information please visit: https://adviserinfo.sec.gov/ and search for our firm name.

Delta Wealth CPAs is a tax and accounting firm that works with business owners to efficiently plan and prepare all your tax needs, both business and personal. Tax services offered by Delta Wealth CPAs are a separate offering than the investment and financial planning services provided by Delta Wealth Advisors. The option to engage Delta Wealth Advisors is a separate engagement from Delta Wealth CPAs. You are under absolutely no obligation to engage Delta Wealth CPAs for tax services. If you determine that you would like Delta Wealth CPA’s assistance, Delta Wealth CPAs shall charge a separate and additional fee for its tax services. As a result, any recommendation by Delta Wealth Advisors that you engage Delta Wealth CPAs for tax services presents a conflict of interest since the owners of Delta Wealth Advisors shall derive an economic benefit from such engagement. Dino Efthimiou and Niko Finnigan are the owners of Delta Wealth CPAs. Moreover, you can engage the services of any financial professional or tax professional of your choosing to assist you with your financial decisions.

Powered by Twenty Over Ten

Start Here

Chat with usLiveChat