Business Details
Your Trusted Financial Partner in Indianapolis
Delta Wealth Advisors is a registered investment advisory firm dedicated to providing comprehensive financial solutions for business owners and high-net-worth individuals. Our integrated approach combines in-house certified financial planners and CPAs to address every dimension of clients' financial needs, including tax strategy, wealth preservation, and private real estate investments. With over 15 years of combined experience among our leadership team, we deliver evidence-based investment strategies tailored to mitigate lifetime tax liabilities while aligning assets with personal and business objectives.Our proprietary net worth-based fee structure ensures transparency and eliminates conflicts of interest, covering tax preparation, financial planning, and accounting services under one roof. We serve clients nationwide through remote and in-person consultations in Indianapolis and Chicago, prioritizing prompt communication and personalized solutions for growing professionals and entrepreneurs.
Services
Tax Strategy
Financial Planning
Private Real Estate
Business Advisory
CFO Services
Highlights and features
- We offer 15+ years of combined experience in wealth management and tax planning
- Our integrated approach combines financial planning, tax services, and real estate expertise
- We implement evidence-based investment strategies to mitigate lifetime tax liabilities
- Our net worth-based fee structure includes personal tax preparation and planning hours
- We provide access to vetted private real estate investment opportunities
Associations and certifications
- CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
Services
Tax Strategy
Our CPAs create customized tax strategies to minimize liabilities for businesses and individuals. We offer quarterly tax planning, credit reviews, and comprehensive bookkeeping support. Our net worth-based fee structure includes personal tax preparation and dedicated planning hours.
Financial Planning
We develop evidence-based investment strategies aligned with personal and business goals. Our services include risk assessment, asset allocation, and lifetime tax liability mitigation through integrated financial planning and tax advisory services.
CFO Services
We provide outsourced CFO services including financial reporting, cash flow analysis, and strategic business advisory. Our team delivers custom financial insights and cost-effective solutions compared to in-house CFO departments.
Bookkeeping
Our CPAs offer comprehensive bookkeeping and payroll services including bank reconciliations, financial statement preparation, and sales tax reporting. We ensure accurate financial records and regulatory compliance for growing businesses.
Private Real Estate
We source and vet private real estate investment opportunities for clients. Our team helps integrate real estate into wealth management strategies while navigating tax complexities through our in-house CPA expertise.
People
Dino Efthimiou
Partner - CEO
Certified Financial Planner with 15+ years in wealth management, specializing in tax-efficient strategies and retirement planning. Indiana University graduate and former All-American athlete.
Niko Finnigan
Partner - Wealth
Chartered Financial Analyst with decade of institutional investment experience. Holds CFA and CAIA designations, focusing on portfolio management and strategic wealth planning.
John Henn
Partner - Audit & Assurance
Experienced CPA serving retail, manufacturing, and professional corporations. Specializes in pension audits and strategic accounting solutions for privately held businesses.
Kara Magsamen
Lead Advisor - Tax
Licensed CPA with 9 years of experience in individual and small business tax consulting. Provides expert tax planning and compliance services for high-net-worth clients.
Shannon Wiggins
Associate Advisor - Financial Planning
Financial planning specialist with 10+ years of accounting experience. Focuses on cash flow analysis, investment strategies, and comprehensive financial reporting for clients.
Questions
What services does Delta Wealth Advisors offer?
We provide integrated tax planning, financial advisory, private real estate investments, and CFO services for business owners and high-net-worth individuals.
How is Delta Wealth different from other financial advisors?
We combine tax expertise with investment management under one roof, using a net worth-based fee structure that includes personal tax preparation and planning.
What fee structure do you use?
Our fees are based on client net worth: 0.50% for first $10M, 0.25% for next $10M, and 0.10% above $20M, including tax services.
Do you offer private real estate investment opportunities?
Yes, we source and vet private real estate investments to complement traditional portfolios while optimizing tax efficiency through our CPA team.
How do you handle tax planning for business owners?
Our CPAs develop customized tax strategies including quarterly planning, credit reviews, and bookkeeping support to minimize business tax liabilities.
