Five Star award winners Delphi Wealth Management Group

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Philadelphia Five Star award winners
PROFESSIONAL PROFILE
                            
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Delphi Wealth Management GroupFinancial Advisors
1234 W Chester Pike Suite 202
West Chester, PA 19382
Office: 484-928-1700
prepare@DelphiWMG.com
www.DelphiWMG.com
Professional ApproachDelphi Wealth Management Group keeps a unique balance between the latest technologies and the time-honored tradition of White-Glove service.  Financial plans are built upon client's investment preferences and goals.  John Kane and Kevin McDermott's client planning meetings are easy to schedule and allow clients to deepen their planning strategies.  Talented and caring professionals are the backbone of Team Delphi.
John KaneFinancial AdvisorPhone: 484-928-1702

“My mission is to provide comprehensive wealth management services and personal financial planning solutions designed to achieve your objectives and exceed your expectations.
Over the past 17 years as an Advisor I have focused on educating my clients in regard to retirement income planning and wealth transfer strategies. I pride myself on working with clients, developing customized financial plans to try to ensure they are making the best decision(s) for their financial future. Primarily working with pre-retirees and retirees, I concentrate my efforts towards assisting clients with producing a sustainable stream of income, through time, which keeps up with their cost of living in an effort to preserve their dignity and independence in retirement.”
About John
As an Independent Advisor/Partner of Delphi Wealth Management Group, John establishes meaningful relationships with his clients by continually putting their best interests first. John works closely with his clients to ensure their financial plan is tailored to their specific risk tolerance, time horizon, and goals. A graduate of Widener University with a bachelor’s degree in business administration, John designs strategies that assist with wealth accumulation during clients’ working years. He also assists with wealth distribution (legacy planning) with client heirs, in an effort to help his clients pass assets to their loved ones in the most tax-efficient and legal manner.
John resides in Downingtown, Pennsylvania with his wife Stephanie and their two boys. John is an active Board Member of the Lionville Community YMCA.  John has been a Philadelphia magazine's Five Star Award Winner ** 2013 - 2019.
Kevin  McDermottFinancial AdvisorPhone: 484-928-1703

“I specialize in the design and implementation of strategies that manage personal wealth. Over the past 30 years, I’ve developed deep, consultative relationships with my clients and helped them make sound financial decisions consistent with their risk tolerance, investment timeline, and goals.
I have always put the interests of my clients first. And as an Independent Financial Advisor with complete transparency, I am able to work with my clients to help create a customized plan to help achieve key financial goals such as wealth accumulation during your working years, security and independence in your retirement, and the efficient transfer of your accumulated wealth to your loved ones.”
About Kevin
As an Independent Advisor/Partner of Delphi Wealth Management Group, Kevin is able to assist his clients with asset management, retirement planning, estate planning, and wealth preservation. He is a graduate of Widener University and was named one of the Top 100 Investment Consultants 10 times by Bank Investment Consultant magazine. Kevin is also Philadelphia magazine’s Five Star Award Winner** 2012 – 2019.
Kevin resides in West Chester, Pennsylvania. A huge Philadelphia sports fan, Kevin is known as Uncle Swoop to his  neices and nephews.  Kevin is a board member of the Chester County Food Bank.

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                        This award was issued on 11/1/19 by Five Star Professional (FSP) for the time period 02/11/2019 through 09/20/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3910 Philadelphia-area wealth managers were considered for the award; 437 (11% of candidates) were named 2019 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2018: 3721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11. 
                    
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**Based on composite score of AUM, production and fee business. For more information see http://bit.ly/2hqSBZO

        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.  FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.