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Welcome to Innovative Wealth Partners

At Innovative Wealth Partners, an affiliate of Delaware Valley Financial Group, our experienced advisors have been providing Wealth Management, Retirement Planning, Asset Protection, Corporate Benefits, and Insurance advice to clients on the Main Line and in the Tri State Area for nearly 20 years. We provide our clients with complete wealth management services – education planning, retirement planning, business planning, estate planning, asset management, investment strategies, insurance and risk management, and tax planning.  In short, we help you build a sound financial strategy based on where you are and where you want to be.

What makes us different?

Static vs. Dynamic

Times have changed.  Many strategies that made sense decades ago no longer make sense.  Yet so many advisors continue to recommend outdated and ineffective (and at worst outright harmful) strategies.  A static plan is a poor plan.  We provide our clients with thoughtful and intelligent advice that is prudent and effective today- with an eye on tomorrow.  Your plan will not be static – but dynamic.  As mitigating factors change, your plan must change accordingly.  We provide the knowledge, wisdom, and experience needed to do so.

Captive vs. Independent

When new clients come to us, we ask a lot of questions, do a lot of listening, and gather a lot of information in order to put together an accurate and sensible financial plan.  When we review our client’s statements, almost without fail, if a client is presently with “ABC Financial” they are in some kind of “ABC Financial” program.  This is common among “captive” financial companies since their representatives are tasked primarily with offering the proprietary products and services of their employer.

This unfortunate dynamic is not so with independent financial companies.  Independent financial companies are not owned by any insurance or investment company that expects them to push their products.

We are a fully independent financial company that offers no proprietary products.  We are free to recommend virtually any financial product or service that we feel is best for our clients.  Our platform is built on providing truly objective and unbiased advice to our clients.

Call us today for a free evaluation of your current financial plan at (877) 473-9250

10 Reasons why professionals and business owners choose Innovative Wealth Partners?

The level of sophistication and experience of our award winning master planners are among the industry's best     Our definition of integrity is very simple, “Always do what’s right for our clients.” Our business is founded on trust and integrity.     We are your partner. Professionals want a higher level of commitment from their advisors.     We recognize that financial planning is the best mechanism to enable a client to reach their financial goals and dreams. We take that responsibility very seriously.     We care. Clients often tell us that they feel like they are part of a family. This is how we see our clients.     We have access to insurance and investment programs that many other financial firms simply do not have. Professionals don’t want salesmen, they want guidance from sophisticated professionals working as a team. Our clients have a bona fide professional handling each facet of their financial planning.     We are an affiliate of Wealth Management Investment Advisor – who has been in business for nearly 100 years.     Our client’s love our service. Continuous reporting, communication, and regularly scheduled reviews.     We are innovative. We debunk stagnant thinking and do what works- innovative planning.