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 $170M of our client’s assets in twenty-two states.

Meet Our Team

Financial Adviser

For more than thirty years, Steve has used his experience and knowledge in the tax and financial services areas to...

Financial Adviser

Troy joined our office team in July 2018. He is dedicated to providing exceptional service and enjoys working with and...

Doreen
Director of Human Resources

Doreen is our Director of Human Resources and provides office support during tax season. Doreen has been working with...

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