Your Neighbor, Your Partner to Financial Freedom
We’re proud to call Delaware home—connecting with neighbors, building friendships, and helping dreams come true.
Proudly serving New Castle County and the greater Delaware Valley region, we offer personalized financial planning and leadership while supporting local events and strengthening the community we call home.
Phone
(302) 838-1270
Address
724 Yorklyn Road
Suite 240
Hours
8:00 am – 5:00 pm
Closed weekends
Solutions for whatever life brings.
Andrew provides client relationships with a suite of financial services to guide them through all of life’s small moments and major events.
Financial Planning →
Holistic approach to building and protecting wealth.
Retirement Planning →
Building a roadmap to your ideal retirement vision.
Investment Management →
Personalized portfolio management for long-term wealth.
Estate Planning →
Comprehensive approach to preserving wealth and legacy.
Business Consulting →
Navigate complexity and lead your business with confidence.
Corporate Benefits →
Equip your team with smart, comprehensive corporate benefits.
Lead Advisory Team
Led by Wealth Management Advisor Andrew Douglas and Director of First Impressions Christine Miller, our Delaware Valley office offers a personalized approach to wealth management. Every detail is designed to reflect your unique vision and elevate your financial journey.
Andrew Douglas
Wealth Management Advisor
CFP®, AWMA™, CRPC™
Andrew transitioned to financial services after retiring from professional baseball with the Chicago White Sox. Witnessing the harm of poor financial advice inspired his mission: delivering expert guidance that protects and empowers clients. After starting at a major Wall Street firm, he discovered true value lies in comprehensive planning and leadership through life’s changes.
Today, as a Certified Financial Planner® with advanced designations, Andrew leads the Hockessin office with integrity and care—helping clients and the community achieve their goals confidently. Outside work, he enjoys sports, fishing, and family life with his wife, Kara, and their four children: Drew, Ella, William, and Rose.
Check the background of this investment professional on FINRA’s BrokerCheck
Serving others has always been my calling. My years in professional baseball taught me the value of teamwork—and that’s exactly how I work with my clients: as a team, striving for their goals together.
Andrew Douglas
Christine Miller
Director of First Impressions
Christine brings over 18 years of financial services experience and has been a vital part of our Hockessin office for more than five years. As Director of First Impressions and operations manager, she ensures smooth workflows, regulatory compliance, and is often the first friendly voice clients hear.
Outside work, Christine enjoys biking, hiking, traveling, and discovering new restaurants. A proud mom of two accomplished daughters, she’s passionate about helping clients reach their financial goals.
Find Us
Looking to connect?
Let’s get together and explore how we can help you achieve your goals and dreams
Phone
(302) 838-1270
Address
724 Yorklyn Road
Suite 240
Hours
8:00 am – 5:00 pm
Closed weekends
It’s not too late to start building the pathway to your dreams.
Achieving your dreams isn’t a single monumental event that occurs suddenly. It’s the result of countless small moments and steps taken, which together create a lifetime of happiness.
