Business Details
Your Trusted Partner for Tax and Financial Planning Services
Delta Wealth Advisors was founded to provide comprehensive financial solutions by integrating tax expertise, financial planning, and private real estate investments. Our team of certified professionals collaborates with business owners and executives to address every aspect of their financial picture, from tax-efficient strategies to wealth preservation. With offices in Indianapolis and Chicago, we serve clients nationwide through remote and in-person consultations. Our approach emphasizes personalized service, evidence-based investing, and proactive tax planning to help clients achieve both short- and long-term financial goals. We prioritize clear communication and prompt responses, ensuring clients feel supported throughout their financial journey.Our advisors combine decades of experience in wealth management, investment analysis, and accounting to deliver tailored solutions that align with individual needs. By maintaining separate but coordinated services between Delta Wealth CPAs and Delta Wealth Advisors, we provide specialized expertise while avoiding conflicts of interest. Our commitment to transparency, ethical practices, and client education sets us apart in the financial advisory industry. We work with individuals and businesses to navigate complex financial landscapes, including real estate investments, retirement planning, and business tax strategies. Our fee structure is based on net worth, ensuring alignment with client success while including essential tax planning hours.
Services
Tax Strategy
Financial Planning
Private Real Estate
Bookkeeping
CFO Services
Highlights and features
- We offer 15+ years of combined experience in wealth management and tax planning.
- Our team provides personalized tax strategies tailored to individual financial situations.
- We use evidence-based investing to monitor risk and reduce costs for clients.
- Our net worth-based fee structure aligns with client success and avoids conflicts of interest.
- We offer comprehensive services spanning tax planning, financial advisory, and real estate investments.
Associations and certifications
- CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
Services
Tax Strategy
Our tax strategy services help businesses and individuals minimize liabilities through customized plans. We conduct tax credit reviews, quarterly payment planning, and monthly revenue analysis to optimize financial outcomes. Our CPAs specialize in state and federal tax return preparation for both personal and business clients.
Financial Planning
We provide comprehensive financial planning that extends beyond traditional investments to include tax implications and real estate opportunities. Our evidence-based approach aligns assets with personal goals while mitigating lifetime tax burdens through net worth-based fee structures and dedicated advisory support.
Private Real Estate
Our private real estate services source and vet investment opportunities for clients. We analyze different real estate types to complement development with cash-flow focused investments. Our in-house CPAs help structure these investments efficiently within the broader tax framework for optimal results.
Bookkeeping
We offer comprehensive bookkeeping and payroll management services including bank reconciliations, financial statement preparation, and analysis. Our experienced CPAs provide monthly reporting and support for businesses across various industries including retail, manufacturing, and professional corporations.
CFO Services
Our CFO services deliver strategic financial guidance through regular meetings and custom reporting. We provide outsourced accounting department support with cost savings compared to in-house solutions. This includes financial health assessments and data-driven recommendations for business growth and decision-making.
People
Dino Efthimiou
Partner - CEO
With 15+ years in wealth management, Dino specializes in tax-efficient strategies, retirement planning, and cash flow management. A CFP professional and Indiana University alumnus, he focuses on helping business owners achieve financial clarity through personalized solutions.
Niko Finnigan
Partner - Wealth
Niko brings decade-plus experience in investment management, previously working with institutional clients. Holding CFA and CAIA designations, he focuses on portfolio strategy and alternative investments while applying institutional expertise to individual client needs.
John Henn
Partner - Audit & Assurance
John provides audit and accounting expertise with experience in pension audits and business advisory. A CPA with background in retail, manufacturing, and professional corporations, he develops customized financial solutions for privately held businesses.
Kara Magsamen
Lead Advisor I - Tax
Kara offers 9 years of tax advisory experience for individuals and small businesses. As a licensed CPA, she specializes in tax consulting and accounting solutions while maintaining membership in professional accounting societies.
Shannon Wiggins
Associate Advisor II - Financial Planning
Shannon provides financial analysis and bookkeeping expertise with 10+ years of accounting experience across business sizes. She focuses on financial reporting and data-driven planning solutions for clients' long-term success.
Questions
What services does Delta Wealth Advisors offer?
We provide tax strategy, financial planning, private real estate investments, bookkeeping, and CFO services for business owners and high-net-worth individuals.
How does your tax planning differ from other firms?
Our tax strategy integrates with financial planning and real estate investments, using evidence-based approaches to minimize liabilities while aligning with long-term wealth goals.
What is your fee structure for financial planning?
We use a net worth-based fee structure: 0.50% for first $10M, 0.25% for next $10M, and 0.10% above $20M, including tax planning hours.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through remote consultations while maintaining offices in Indianapolis and Chicago for local clients.
How do you handle real estate investments?
We source and analyze real estate opportunities, balancing development and cash-flow properties while optimizing tax structures through our in-house CPA team.
