Areas We Serve:

New Castle, Delaware

New Castle, Delaware is truly the heart of history in New Castle County. Founded in 1651 as Fort Casimir, New Castle quickly became and stayed one of the most important locations in 17th, 18th and 19th century Delaware. 5,285 residents call New Castle home and are served by the Colonial School District. Preserving its rich history is one of New Castle’s main priorities, as it has one of the highest concentrations of historic buildings in the United States. New Castle was home to three signers of the Declaration of Independence. You can also expect to see the Kalmar Nyckel at the Delaware Street Pier from time to time. It’s combination of historic sites and residential areas truly make New Castle unique. We are happy to have served residents of New Castle for the last 40 years.

The team at Diversified Lifelong Advisors assists executives, professionals and current and future retirees located in New Castle on their financial planning and investment decisions.

Our firm aims to guide residents into their financial goals to pursue a life of happiness and fulfillment. We pride ourselves on financial planning geared towards financial security and providing the residents of New Castle with lifelong advice.

We believe at the heart of a well-constructed financial plan, and financial planning relationship, needs to be attention to a deeper meaning.

At Diversified Lifelong Advisors, our financial planners train with industry-leading psychologists to equip us to take our relationship to higher and more impactful partnership in order to provide the best services for our clients. Our team is qualified to provide New Castle residents with the best financial planning, retirement planning, investment planning and many more services. As a local family business, we welcome the opportunity to be included in your circle of trusted advisors.

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