Donald W. Nicholson & Associates, Ltd. serves the financial needs of individuals and small businesses. We provide financial advice to a wide range of clientele. Second and third generation clients are now coming through our office. It is very rewarding to give advice to the children of long standing clients who once received their advice as young investors themselves.
Donald W. Nicholson & Associates, Ltd. specializes in wealth management, retirement planning and comprehensive financial planning. Our philosophy takes a Holistic approach, looking at all aspects of a client’s personal life and financial needs to create a custom-tailored financial plan. This plan is the blueprint to the client/planner relationship. We also emphasize working with a team of professionals who specialize in their respective fields.
Honors & Awards
- Honored as one of Worth Magazine’s Top 250 Wealth Advisors
- Recognized in Philadelphia Magazine as a FIVE STAR Wealth Manager
- Recognized in Delaware Today as a FIVE STAR Wealth Manager
- Recognized by Wealth Manager Magazine as one of the country’s Top Investment Advisory firms
- Listed in Consumers’ Research Council of America publication: “Guide to America’s Top Financial Planners”
- Top Wealth Manager- As published in Bloomberg Wealth Manager
Email us with any question or inquires or call to us. We
would be happy to answer your questions and set up a
meeting with you. Donald can help set you apart from the
Wilmington, DE 19810