We manage assets for individuals and families, providing investment management, and financial planning services.

DeFilippis Financial Group's® Services

Creating customized financial solutions tailored to your goals


Wealth Management

Our holistic approach to wealth management integrates the information we glean from managing your taxes with your long-term financial goals to help you attain your desired lifestyle.


Tax Services

From ensuring your paperwork is filed accurately to helping you maximize your deductions, our team of professionals will assist you from start to finish when managing your taxes.

Many of our offerings require that we act as a fiduciary. A fiduciary duty is the highest standard of care. It means always acting in our client’s best interest.  A financial advisor can help you clarify your goals and help you develop a financial plan.  An advisor who is a fiduciary puts your interests first by focusing on your financial well-being.

DeFilippis Financial Group’s® Managed Assets

Founded in 1987 we currently manage over $200M of our client’s assets in twenty-two states.

Meet Our Team

Financial Adviser

For more than thirty-five years, Stephen has used his experience and knowledge in the tax and financial services areas...

Financial Adviser

Troy's passion is portfolio management and he enthusiastically oversees that segment of our firm. He is dedicated to...

Client Service Associate

Rachel comes to us with years of client service experience. Rachel has worked at the home office for Cetera Financial...

Non-Producing Registered Representative and Internal Planning Specialist – Upper Midwest
Cetera Financial Specialists

Brian DeLuca has over 25 years of experience in the financial services industry. Currently he is an Internal Planning...

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