Who We Serve

Bob Anderson and Delmarva Wealth Management, LLC, serve families, individuals, businesses and non-profit organizations, helping guide their decisions regarding investments, cash management, financial planning and retirement planning.

Clients include, retirees, business owners, executives, widows and widowers, people who have inherited investments, pre-retirees (within five years of retiring), and non-profit organizations. We enjoy serving investors who share similar family values and who are more conservative in nature.

We work with a number of individuals and families preparing for retirement and help many retirees manage their assets and income in retirement.

Often, we involve client’s family members and professional advisors, such as their attorney and CPA, in the decision-making process. We have also had the privilege of serving many of our client’s children, helping to ensure that the family legacy is passed down and that future generations benefit from financial guidance.