Delray Financial Group LLC
Delray Financial Group LLC, is an independent regional boutique wealth management firm whose sole business is to serve its clients. With over 28 years of personalized, professional service experience, focused on servicing individual and institutional clients in their investment and banking needs. Learn more about us.
Independence means access to all market participants and product providers without any conflict of interest. As independent investment professionals, we design individually tailored investment plans and portfolios to help meet each client`s specific needs. At Delray Financial Group LLC, we are committed to providing a full range of personalized services for whatever your needs command. Learn about our services.
Global Advisory and Institutional Services
We provide our clients with the broadest possible access to the world’s financial markets and investment products. Delray Financial Group LLC, offers its securities through Kovack Securities, Inc., member FINRA/SIPC. Client assets are held and securities clear through Pershing LLC, a Bank of New York Mellon company. Pershing is a leading global provider of financial business solutions with over $900 billion in assets held in custody, offering stability, scale, and institutional resources. By combining the personal touch of a small firm with access to some of the most sophisticated trading platforms, financial planning and investment solutions in the world, we are able to offer a level of advice and service that we expect and our clients deserve. Learn more.