Simmons CPA Group

Delta Wealth Advisors is a registered investment advisor that offers a comprehensive range of financial services to clients in Indianapolis, Chicago, and beyond. Our mission is to help business owners and individuals achieve their financial goals through collaboration, expertise, and personalized attention.

As a firm, we believe that financial clarity is key to achieving financial success. That's why we offer a suite of integrated services, including tax, business advisory, and financial planning, that are tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to providing fee-only, commission-free financial planning and tax services, ensuring that our clients receive unbiased and objective advice.

At Delta Wealth Advisors, we understand that communication is critical to building strong relationships with our clients. That's why we prioritize prompt responses and proactive communication, so our clients always feel informed and up-to-date on their financial progress.

Our Services

*Tax Services*

Delta Wealth CPAs is a separate tax and accounting firm that works with business owners to efficiently plan and prepare all their tax needs, both business and personal. Our tax services are a separate offering than the investment and financial planning services provided by Delta Wealth Advisors, and our clients are under no obligation to engage Delta Wealth CPAs for tax services. However, if they determine that they would like our assistance, Delta Wealth CPAs shall charge a separate and additional fee for its tax services.

*Business Advisory Services*

Our business advisory services are designed to help business owners make informed decisions that support their long-term financial goals. We offer objective advice on various business matters, including succession planning, budgeting, and cash flow management. Our team of experienced professionals collaborates with our clients to ensure that they have the necessary resources and support to make sound business decisions.

*Financial Planning*

Our financial planning services are tailored to meet the unique needs of our clients, whether they are business owners or individuals. We offer comprehensive financial planning services, including retirement planning, investment management, and estate planning. Our team of experienced financial planners collaborates with our clients to develop a customized financial plan that meets their short- and long-term goals.

*Private Real Estate*

Our private real estate services offer clients the opportunity to invest in institutional-quality real estate assets. We provide access to a diversified portfolio of private real estate investments, including commercial and residential properties, that offer potential long-term returns. Our team of experienced real estate professionals collaborates with our clients to ensure that they have the necessary resources and support to make informed real estate investment decisions.

Are We Right For You?

Delta Wealth Advisors is dedicated to helping hardworking business owners and executives meet their financial goals. We believe that collaboration, communication, and personalized attention are critical to achieving financial success. If you are a business owner or individual looking for a comprehensive range of financial services from a team of experienced and objective professionals, we may be the right fit for you.