Delphi Advisers, LLC.

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Financial advisor in Vancouver, WA (show on map)

5.0

★★★★★

2 reviews

A fee-only fiduciary wealth management and financial planning firm headquartered in Vancouver, WA, focused on transparent, client-first retirement and investment solutions.

Call (800) 571-0076

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About

Delphi Advisers, LLC is a fee-only fiduciary wealth management and financial planning company headquartered in Vancouver, Washington. Founded in 2019 by Ben S.

Lies, MBA, RSSA®, the firm was born out of a desire to eliminate the hidden fees, conflicts of interest, and product-driven sales models that plague the traditional financial industry. Delphi Advisers provides comprehensive wealth management, financial planning, retirement planning, legacy planning, investment management, tax planning, and milestone planning services. The firm manages assets in-house, charges transparent flat fees, and acts exclusively as a fiduciary. It serves clients nationwide and internationally, with a particular focus on the Pacific Northwest and United Airlines pilots. The firm has been recognized with the Best of 2024 award in Investment Services for Vancouver, WA, and has been nominated for Best of Clark County in Financial Services.

Fee-Only Fiduciary — no commissions, no product sales, no conflicts of interest

In-House Portfolio Management — no third-party managers or passive strategies

Goals-Based Not Risk-Based — customized human investment solutions

Not a Broker — does not sell financial products, ever

Transparent Flat Fee Structure — clients know exactly what they pay, down to the penny

Custom Portfolios — one-size-fits-all funds are not used

Services

Wealth Management

Comprehensive financial planning and investment management customized for each client based on their unique circumstances and designed to maximize the probability of financial success.

Custom financial solutions Tailored to client wants and needs In-house portfolio management

Financial Planning

Comprehensive financial planning that starts and ends with the client. No stone will be left unturned as we help deploy a financial plan designed to meet each client's unique goals.

Goal-based planning No hidden fees Flat fee structure

Retirement Planning

Personalized planning designed to help take the stress and mystery out of retirement. When do you want to retire? What kind of retirement life do you want to live?

Personalized retirement strategies Benefit optimization Stress-free retirement design

Legacy Planning

Design and deploy legacy strategies based on your goals to help build generational wealth, minimize estate taxes, and support your causes and values long into the future.

Generational wealth building Estate tax minimization Values-based strategies

Investment Management

Stand-alone asset management for those looking to have an experienced, institutional portfolio manager working on their behalf.

In-house portfolio management No third-party managers Custom portfolios

Tax Planning

The inevitability of financial success is a big tax bill, but minimizing those taxes is an important component of a financial plan.

Tax minimization strategies Integrated with financial planning

Credentials & Certifications

Registered Social Security Analyst (RSSA®)

Since 2023-11-14

NAPFA Associate Member

XY Planning Network Member

Fee Only Network Member

Best of 2024 - Investment Services (Vancouver, WA)

Since 2024

Best of Clark County Nominee - Financial Services

Since 2024

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

Is Delphi Advisers a fiduciary? +

Yes. Delphi Advisers is a Fee-Only Fiduciary, required by law to always put clients' needs ahead of its own and act in their best interest on every occasion. Unlike many competitors who claim to be fiduciaries but also act in other capacities, Delphi acts exclusively as a fiduciary.

What makes Delphi different from its competitors? +

Delphi differs in multiple ways: it is a fee-only fiduciary, manages portfolios in-house, uses goals-based rather than risk-based approaches, does not act as a broker, and never sells financial products. Every aspect of the business model is structured to ensure clients have the highest probability of financial success.

Does Delphi manage investment portfolios in house? +

Yes. Delphi builds personalized portfolios for clients designed to meet their individual needs and accomplish their goals. The firm does not use third-party investment managers, arbitrary model portfolios, or passive investment strategies.

What are Delphi's fees? +

Delphi has a clear and transparent fee structure. For investment management clients, a flat percentage of the value of assets managed is charged, which in most cases includes financial planning. For planning-only clients, a negotiated price for the service is charged. No commissions, layered fees, or product kickbacks are collected.

In what regions does Delphi service clients? +

Nationwide and some international. Delphi Advisers, LLC is headquartered in Vancouver, WA and serves clients locally, across the country, and internationally.

What is Delphi Advisers' approach to risk tolerance? +

Delphi does not use generic risk tolerance surveys. Instead, the firm takes a deep dive into every detail of each client's financial life to customize a human investment solution that works with them, recognizing that each client has unique needs, concerns, and goals.

Does Delphi sell financial products? +

No. Delphi Advisers sells no financial products, ever. The firm is a fee-only fiduciary that does not collect commissions or receive kickbacks for recommending products.

What credentials does the founder hold? +

Ben S. Lies holds an MBA in International Business from Portland State University, a bachelor's degree in business from the University of Washington, a Certificate in Business Strategy from Cornell, and is a Registered Social Security Analyst (RSSA®).