Individual & Families
Services
![](https://nicholson-associates.com/wp-content/uploads/2019/01/Individuals-Families-b.png)
- Wealth Management
- Comprehensive Financial Planning
- Retirement Planning
- Investment Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Trust Services
![](https://nicholson-associates.com/wp-content/uploads/2019/01/Small-Business-b.png)
Business Owners
- Qualified Pension and Profit Sharing Plans
- 401(k) Plans
- Qualified Plan Analysis
![](https://nicholson-associates.com/wp-content/uploads/2019/01/Non-Profit-Foundtions-b.png)
Non-Profit Organizations & Foundations
- Qualified Pension and Profit Sharing Plans
- 401(k) Plans
- Qualified Plan Analysis
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
![](https://nicholson-associates.com/wp-content/uploads/2019/01/acheivment.jpg)
Latest Posts
Contact Us
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
Flock!
302.529.0474
Wilmington, DE 19810