Delta Wealth Advisors

Delta Wealth Advisors Our financial plans are not “set it and forget it”, leather-bound documents. This flexibility affords us the opportunity to adjust to life’s inevitable changes.

Combining the specialized services of our in-house financial planning experts and CPAs, Delta Wealth Advisors addresses every angle of your financial picture from growing, protecting and preserving the wealth of your family and business. We are focused on frequent communication and maintaining flexibility today while working towards tomorrow’s goals. When presented with life’s uncertainty, we prov

ide you with our knowledge gained from having worked through similar situations many times before. Because we work with a specific client—business owners and executives—we frequently work through similar problems and can present multiples solutions to the same problem. Our advice provides you with new insights and comfort in your decisions. Delta Wealth Advisors is a State Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Delta Wealth Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Delta Wealth Advisors unless a client service agreement is in place.

“Likes” “endorse” and “approve” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

When you picture an accountant, do you picture someone who can help guide a business to greater heights of success and p...
09/08/2021

When you picture an accountant, do you picture someone who can help guide a business to greater heights of success and profitability? We’ve collected these accounting services examples to demonstrate just how much impact hiring an accountant could help you achieve.

A list of accounting services examples including the 5 main accounting activities and a broader accounting services list.

Did you know that how you spend your money can actually impact your overall happiness? Check out our newest post to lear...
09/01/2021

Did you know that how you spend your money can actually impact your overall happiness? Check out our newest post to learn about the five principles of happy money and how you can alter your financial habits and realize the joy that comes from happier spending.

An overview of how to spend money while increasing happiness, as discussed in Elizabeth Dunn and Michael Norton’s book “Happy Money: The Science of Happier Spending.”

Did you know that the US Federal Fund rate was 0.09% as of December 2020? The Federal Reserve is not optimistic that rat...
08/12/2021

Did you know that the US Federal Fund rate was 0.09% as of December 2020? The Federal Reserve is not optimistic that rates will go up before 2023, and many investors are unsure where to put their money due to that unsettling fact. Our latest blog dives into how to make money in a low interest rate environment and examines potential options to maximize your yield.

Looking at considerations for selling your business with changing tax codes.

Did you know that the US Federal Fund rate was 0.09% as of December 2020? The Federal Reserve is not optimistic that rat...
07/21/2021

Did you know that the US Federal Fund rate was 0.09% as of December 2020? The Federal Reserve is not optimistic that rates will go up before 2023, and many investors are unsure where to put their money due to that unsettling fact. Our latest blog dives into how to make money in a low interest rate environment and examines potential options to maximize your yield.

Looking at how to make money in a low interest rate environment and the types of investments that are appropriate.

Are you interested in helping small businesses and start-ups, but don’t want to pay a high tax bill when those investmen...
07/14/2021

Are you interested in helping small businesses and start-ups, but don’t want to pay a high tax bill when those investments pay off? Section 1202 might be the answer you’ve been looking for. Read our latest blog post to learn more about the small business stock gain exclusion and how this section of the tax code could help you make a fully tax-exempt profit on your investment.

Looking at what the Section 1202 small business stock gain exclusion is and how people can take advantage of it.

“How do I know if I need to pay quarterly taxes?” It’s a question a lot of people ask, and we’re here to provide you wit...
07/07/2021

“How do I know if I need to pay quarterly taxes?” It’s a question a lot of people ask, and we’re here to provide you with the answer. Read our latest blog post for a deep dive into who exactly needs to pay quarterly taxes, how to pay them, and the penalty for unpaid taxes.

A brief overview on how to pay quarterly taxes with a table of the due dates for estimated quarterly tax payments in 2021.

Curious about the wild west of cryptocurrencies? For newcomers to this field, it can be confusing and complicated to fig...
06/30/2021

Curious about the wild west of cryptocurrencies? For newcomers to this field, it can be confusing and complicated to figure out what’s going on in this digital space. Take a look at some of the investing lessons you can learn from the cryptocurrency trend in our latest blog post.

What investors can learn from cryptocurrency and how investors can take their first steps into this field.

Are you wondering, “Which is the best cryptocurrency to invest in in 2021?” There are so many types of digital currencie...
06/23/2021

Are you wondering, “Which is the best cryptocurrency to invest in in 2021?” There are so many types of digital currencies on the market today, so it can be hard to know which ones are the safest and most profitable to invest in. And while currency prices have lowered over the past few weeks, that doesn't necessarily mean it's a bad time to buy. In fact, downturns can provide a great opportunity to invest when prices are lower. In our latest blog post, we review the best cryptocurrency to invest in today.

A review of the best cryptocurrency to buy 2021 and a forecast of the next cryptocurrency to explode 2021

If you’ve decided to invest in digital currency, you’re probably wondering how to get started. This article will walk th...
06/23/2021

If you’ve decided to invest in digital currency, you’re probably wondering how to get started. This article will walk through the three steps you should take before investing, including researching exchanges, researching currency options and researching virtual wallet options.

Since the mid-2000s, cryptocurrency (or crypto) has been increasing in popularity. In fact, in April 2021, the value of the cryptocurrency market as a whole hit $2 trillion for the first time. So if you’ve been wondering “should I invest in cryptocurrency,” now is a great time to explore all t...

Address

3755 E. 82nd Street, Suite 100
Indianapolis, IN
46240

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13172240220

Website

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