DeMaria Financial Services

Our Vision

At DeMaria Financial Services, we believe in empowering individuals, families, and businesses to achieve financial security and pursue their financial goals with confidence. We are committed to providing personalized financial solutions and guiding our clients through every step of their financial journey.

Who We Are

Founded by Christopher G. DeMaria, a seasoned investment advisor with over 19 years of experience, DeMaria Financial Services is a client-centered financial planning and investment firm. We take pride in our personalized approach, focusing on understanding your unique needs and goals before recommending tailored solutions.

What We Do

We offer a comprehensive range of services to address your diverse financial needs, including:

Retirement Planning

• Comprehensive retirement analysis and planning
• 401(k) rollovers and management
• Retirement distribution planning
• Individual retirement accounts (IRA) planning and assistance

Personal Financial Planning

• Goal-setting and financial planning
• Budget analysis and expense management
• Investment portfolio management
• Estate planning and insurance needs assessment

Business Financial Planning

• Business succession planning
• Financial risk management
• Employee benefit planning
• Financial analysis and reporting

Our Guiding Principles

Our work is guided by core principles that underpin our client relationships and investment strategies:

• Transparency: We believe in open communication and providing clear explanations about our processes and recommendations.
• Integrity: We act with honesty and adhere to the highest ethical standards.
• Client-Centeredness: Our clients' needs and goals are our top priority.
• Experience and Expertise: We leverage our extensive knowledge and resources to provide tailored solutions.
• Ongoing Relationship: We maintain regular communication and review your financial plan regularly to ensure it remains relevant and effective.

Investment Philosophy

We employ a disciplined and risk-managed approach to investing, focusing on identifying low-risk opportunities with the potential for sustainable returns. We tailor our strategies based on each client's unique goals, risk tolerance, and financial situation.