Delta Advisory Group, INC.

Delta Advisory Group provides continuous and non-continuous investment management alongside comprehensive financial planning services for individuals, high-net-worth clients, and families. The firm works to understand each client's unique financial goals, time horizon, risk tolerance, and liquidity needs through personal discussions before creating a tailored portfolio. Delta Advisory Group manages accounts on a discretionary basis, meaning they make day-to-day trading decisions on behalf of the client based on agreed-upon strategies. In addition to investment management, the firm offers financial planning that covers tax and cash flow planning, investments, insurance, retirement, and estate planning. They also provide consulting for specific life events such as divorce, retirement, or college funding. Delta Advisory Group generally requires clients to hold their brokerage accounts with Charles Schwab & Co., Inc.