Business Details
Your Trusted Partner for Financial Advisory Services
Delta Wealth Advisors was founded to provide comprehensive financial solutions for business owners seeking to grow, protect, and preserve their wealth. Our team combines certified financial planners and CPAs to address every aspect of clients' financial pictures, from tax strategies to investment planning. With offices in Indianapolis and Chicago, we serve clients nationwide through remote and in-person consultations. Our collaborative approach ensures personalized service, prioritizing prompt communication and tailored solutions. We specialize in tax-efficient wealth strategies, cash flow management, retirement planning, and private real estate investments.Our advisors hold prestigious certifications including CFP, CFA, and CAIA, demonstrating deep expertise. We integrate financial planning with accounting services to minimize conflicts of interest and align fees with clients' net worth. Our proven methodologies help clients navigate complex tax codes and investment opportunities while maintaining compliance. We focus on long-term partnerships, supporting clients through all stages of business growth and personal financial planning. Our commitment to transparency ensures clients understand all service terms and fee structures.
Services
Tax Strategy
Financial Planning
Private Real Estate
CFO Services
Bookkeeping
Highlights and features
- We offer 15+ years of experience in tax-efficient wealth strategies
- Our team holds CFP, CFA, and CAIA certifications
- We integrate financial planning with accounting services
- Net worth-based fee structure minimizes conflicts of interest
- Personalized solutions for business owners and executives
Associations and certifications
- CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
Services
Tax Strategy
Our tax strategy services help business owners minimize liabilities through customized planning. We offer quarterly tax payment planning, tax credit reviews, and comprehensive bookkeeping support. Our CPAs develop structured tax plans to mitigate risk and ensure compliance while maximizing deductions.
Financial Planning
We create personalized financial plans that integrate all aspects of clients' net worth. Our services include cash flow management, retirement planning, and estate planning. We use evidence-based investing approaches to align assets with long-term goals while optimizing tax efficiency.
Private Real Estate
Our private real estate services source and vet investment opportunities for clients. We help clients navigate tax complexities while building diversified portfolios that include stabilized and development investments. Our team provides expert guidance on real estate's role in wealth preservation.
CFO Services
We provide outsourced CFO services with regular financial meetings and custom reporting. Our team offers financial health assessments, strategic decision support, and cost-effective alternatives to in-house CFO departments for growing businesses.
Bookkeeping
Our bookkeeping services include bank reconciliations, financial statement preparation, and monthly analysis. We support payroll management and ensure accurate financial records while providing insights for business growth decisions.
People
Dino Efthimiou
Partner - CEO
With 15+ years in wealth management, Dino specializes in tax-efficient strategies and retirement planning. A CFP professional and Indiana University alumnus, he focuses on cash flow management and estate planning for business owners.
Niko Finnigan
Partner - Wealth
Niko brings decade-plus experience in investment management, holding CFA and CAIA designations. He previously managed institutional portfolios and now focuses on creating evidence-based investment strategies for high-net-worth clients.
John Henn
Partner - Audit & Assurance
John provides audit and accounting expertise with 20+ years of experience serving retail, manufacturing, and professional corporations. He specializes in pension audits and strategic financial planning for business growth.
Kara Magsamen
Lead Advisor I - Tax
Kara offers 9 years of tax advisory experience, specializing in individual and small business tax strategies. A licensed CPA, she provides comprehensive tax consulting and accounting services to optimize clients' financial positions.
Shannon Wiggins
Associate Advisor II
Shannon contributes over 10 years of accounting experience, focusing on financial reporting and analysis. She supports clients with bookkeeping, financial statement preparation, and strategic planning for business growth.
Questions
What services does Delta Wealth Advisors offer?
We provide tax strategy, financial planning, private real estate investments, CFO services, and bookkeeping for business owners.
How are your fees structured?
Our net worth-based fee structure charges 0.50% for first $10M, 0.25% for next $10M, and 0.10% above $20M, including tax services.
Do you work with clients outside Indiana?
Yes, we serve clients nationwide through remote and in-person meetings from our Indianapolis and Chicago offices.
What certifications do your advisors hold?
Our team includes CFP, CFA, CAIA, and CPA designations from recognized industry institutions.
How do you handle tax planning for businesses?
We provide quarterly tax planning, credit reviews, bookkeeping support, and customized strategies to minimize liabilities.
