Darden Wealth Group, Inc.

EST. AUM
$379,556,400

CONTACTS
3

CLIENT ACCOUNTS
1,151

Firm Details

Metro area Detroit
CRD Number 294926
Website dardenwealth.com
Client types

Overview

Darden Wealth Group is committed to eliminating uncertainty and establishing a new path in its clients' financial planning journeys. Whether a client is a small business owner, a professor, a retiree, or someone simply aiming to enhance their quality of life, the group is there to empower their future. Its business model centers on face-to-face meetings, recurring phone calls, and ongoing financial education. Combining this level of accessibility with a strong dedication to removing uncertainty enables the group to create genuine partnerships with its clients. Unlike its competitors, Darden Wealth Group neither sells nor depends on proprietary investment products that could compromise its judgment. Instead, it specializes in providing open and honest advice and delivering a financial planning experience that is uniquely tailored to each client. Services offered include PRIVATE WEALTH MANAGEMENT, recognizing that client goals and portfolios are complex and require more than just standard portfolio management. The group puts the client in charge and offers greater support.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Darden Wealth Group, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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