Expert Financial Advisory & Planning Services

DiMatteo Financial Group provides fee-based investment advisory and financial planning services for clients throughout Chadds Ford, Pennsylvania. We work with clients to build custom portfolios according to your objectives. Our approach is to use a tactical allocation strategy aimed at reducing risk and increasing performance.

We help you select mutual and exchange traded funds (ETFs) by rating criteria, such as the fund manager’s tenure and overall career performance. Our team may recommend redistributing investment allocations to diversify a portfolio in an effort to reduce risk and increase performance.

Additionally, we may recommend employing cash positions as a possible hedge against market movement which may adversely affect the portfolio. Our team focuses on investment advisory and portfolio management—we do not provide securities custodial or other administrative services.

Investment Sheet - Financial Advisory

Our Areas of Expertise Include:

• Retirement Planning
• 401k Rollovers
• IRAs
• Roth IRAs
• SEP IRAs
• IRA Rollovers
• Traditional IRAs
• 401k Plans
• Old 401ks
• Roth 401ks
• 403bs

• Long-Term Care Insurance
• Step IRAs
• Life Insurance

 
Financial Advisory Services

Our advisors provide a wide variety of advisory services, such as making recommendations for portfolio customization based on your investment objectives, goals, and financial situation. We also offer tailored investment advice and make recommendations relating to investment strategies.

Contact us at (610) 388-7125 in Chadds Ford, Pennsylvania, for expert financial planning tailored to your unique needs.

Please visit these sites to learn more about your rights and what you should expect when you work with a financial services company:

Securities Investor Protection Corporation | US Securities | FINRA