Our Firm

McDermott Advisory Group, LLC* located in Wilmington, Delaware is a respected  independent financial advisory firm dedicated to understanding and responding to the unique needs  of our clients through a total wealth management approach.  We provide Wealth Advisory Services including Financial Planning and Investment Management strategies to affluent and wealthy individuals as well as business entities.  Our clients range from corporate executives to entrepreneurs and physicians and retirees. We recognize that our clients’ unique financial needs and goals change over time, so we offer a spectrum of services.



How Are We Different?

We differ from most of our competitors in several ways.  We like to distinguish ourselves not by what we do but how we do it. First, we are an independent locally owned and operated firm.  We do not have any captive products or receive special incentives to invest with any particular company, mutual fund or product.  Another way we differ from our competition is that we create customized solutions for our clients. We understand that each of our clients are unique and that their personal and financial circumstances direct the plan and its recommendations. In addition, we work as a team for our clients, providing personal attention every step of the way.  We are always eager to work with a client’s existing consultants to recommend strategies that address our client’s needs.    Finally, we realize that situations change. That is why we have the flexibility to provide a wide variety of investment management solutions and offerings which can be tailored to each client’s needs, but we are constantly on the lookout for new investment strategies. Also, as part of our ongoing monitoring process, we update our client’s financial plans to ensure that changes to their personal and financial life are being addressed.

 

Our Expertise and How It Impacts Our Clients’ Lives

At McDermott Advisory Group, LLC we offer expertise in the key areas of Wealth Advisory Services. This includes Investment Management, Retirement Planning, Income Tax Organization and Planning, Estate Planning, Asset Protection and Insurance and Cash Flow Analysis.

Our comprehensive approach will help you:

  • Organize your financial life

  • Develop an investment policy that will balance returns with your personal risk tolerance

  • Match your investments to your personal goals

  • Plan your financial future and your legacy

  • Stay informed of changes or opportunities in your personal and professional life

  • Act as sounding board to assist with your financial decisions

  • Enjoy the comfort and peace of mind from expert and trusted financial advice

 

Our Mission Statement , Core Values and Vision - The MAG Way

Our MISSION is to consistently achieve unparalleled excellence in the financial planning profession by providing customized strategies and solutions for our clients  to help them  fulfill their dreams for a better quality of life.

Our CORE VALUES are to:

  • Place clients’ needs and desires first

  • Make a difference in the quality of life for our clients, their families, and the MAG organization

  • Pursue excellence, which includes honesty, integrity and professionalism

  • Utilize teamwork and communications to form ideas collectively

  • Encourage commitment and responsibility

  • Enjoy work and continue to learn

Our VISION is to enhance our financial planning practice so we continue to be recognized as a premier organization of its type by clients, professionals, people in the community and the MAG team.