Building Strategies

For Your Financial Future

About Alan Peters & Associates

We assist our clients with every aspect of their financial lives

Working With Us

Our goal is to provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and independence.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, contact us today.

$500
MM
Combined assets under management
#1
RANKING
RIA Channel®’s List of Top 100 Wealth Managers

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow.

Meet Our Team

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about pursuing your dreams. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to seeking your dreams.
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Michael Dedda, ChFCCo-Founder & President
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Michael MartinWealth Consultant
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Meghan GearyOperations Manager
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Kristin HarrisClient Service Associate
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Joanne HarrisonClient Service Associate

Our Services

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
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Investment Products

  • Bonds
  • Common Stock
  • Trusts
  • Charitable Remainder Uni-Trusts
  • Uniform Investment Trusts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA

  • Simple IRA
  • Mutual Funds
  • Stocks
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Real Estate Investment Trust
  • Educational IRA
  • Separately Managed Accounts

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Financial Planning Services

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Financial Statements
  • Cash Flow Analysis
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Insurance Services

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Business Insurance

Our Process

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Introductory Meeting

This is the first part of establishing a fruitful partnership, so be prepared! Our goal is to mutually establish what each of our expectations are and establish whether an ongoing relationship is a good fit. In this phase we will identify your goals, priorities, preferences, as well as potential obstacles.

Exploration Phase

Based on our first meeting, we now take a deeper dive into your individual financial situation. During this session we begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. This phase is essential to developing a customized, comprehensive plan.

Detailed Planning

In this phase we  deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you, ensuring that your customized plan is tailored to meet those needs. We also spend time explaining and educating you on the plan so you feel confident.

Ongoing Aid & Advice

As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you. Your priorities and goals will inevitably shift through time which is why we are here to proactively update and evolve your financial plan.

Contact Us


1200 Pennsylvania Ave
Suite 202
Wilmington, DE 19806

mdedda@petersfinancialplanning.com

(302) 656-1007


(302) 656-1008


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Alan E. Peters & Associates and Great Valley Advisor Group are separate entities from LPL Financial

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.