Business Details
19 Years
experience
Trusted Tax and Financial Planning Services in Indianapolis
Delta Wealth Advisors was founded to provide comprehensive financial solutions for business owners and high-net-worth individuals. Our team combines certified financial planners and CPAs to address every aspect of wealth management, from tax strategies to private real estate investments. With offices in Indianapolis and Chicago, we serve clients nationwide through remote and in-person consultations. Our collaborative approach ensures personalized service, focusing on long-term financial growth and tax efficiency. We prioritize prompt communication and have built our reputation by partnering with hardworking entrepreneurs who value strategic financial planning.Our advisors leverage over 15 years of combined experience in wealth management and institutional investing to deliver tailored solutions. We emphasize evidence-based investing, tax code optimization, and diversified asset allocation to preserve and grow client wealth. Our fee structure is based on net worth rather than assets under management, aligning our interests with client success. We specialize in serving mid-career professionals and business owners navigating complex financial decisions. Our integrated services include tax planning, financial advisory, and private real estate opportunities to create comprehensive wealth strategies.
Services
Tax Services
Financial Planning
Private Real Estate
Business Advisory
CFO Services
Details
- Year established: 2007
Highlights and features
- We offer 15+ years of combined experience in wealth management and institutional investing
- Our team includes CFP, CFA, and CAIA designees with specialized expertise
- We provide integrated tax and financial planning under one roof
- Our net worth-based fee structure eliminates conflicts of interest
- We offer personalized real estate investment opportunities with tax optimization
Services
Tax Services
Our CPA team provides comprehensive tax strategies for businesses and individuals. We focus on minimizing liabilities through proactive planning and credit reviews while ensuring compliance with federal and state regulations. Our services include quarterly tax planning, return preparation, and sales tax reporting.
Financial Planning
We create customized financial plans that integrate tax strategies with investment portfolios. Our evidence-based approach combines stocks, bonds, and real estate to align with client goals while optimizing tax efficiency across all wealth stages.
Private Real Estate
We source and vet private real estate opportunities for clients. Our team navigates tax complexities while offering diversified options from stabilized properties to development projects, complementing traditional investment portfolios with alternative assets.
Business Advisory
Our advisors provide strategic guidance for business owners including financial reporting, tax planning, and growth strategies. We offer outsourced CFO services and custom reporting to support data-driven decision-making for sustained growth.
CFO Services
We deliver comprehensive financial oversight including monthly reporting, cash flow analysis, and strategic planning. Our outsourced CFO solutions provide executive-level financial expertise at a fraction of traditional costs with regular advisory meetings.
People
Dino Efthimiou
Partner - CEO
Certified Financial Planner with 15+ years in wealth management. Specializes in tax-efficient strategies, retirement planning, and cash flow management. Indiana University graduate and former collegiate athlete.
Niko Finnigan
Partner - Wealth
CFA and CAIA charterholder with decade of institutional investment experience. Previously managed global pension funds. Focuses on evidence-based investment strategies and portfolio optimization for high-net-worth clients.
John Henn
Partner - Audit & Assurance
Experienced CPA serving privately held businesses across multiple industries. Specializes in pension audits and strategic financial planning. Active community leader with extensive nonprofit involvement.
Kara Magsamen
Lead Advisor - Tax
Licensed CPA with 9 years of experience in tax consulting for individuals and small businesses. Member of Indiana CPA Society and AICPA. Provides strategic tax planning and compliance solutions.
Shannon Wiggins
Associate Advisor - Financial Planning
Accounting professional with 10+ years of experience in financial reporting and analysis. Specializes in bookkeeping and financial statement preparation for small to medium businesses.
Questions
What services does Delta Wealth Advisors offer?
We provide integrated tax planning, financial advisory, and private real estate investment services for business owners and high-net-worth individuals.
How are your financial planning fees structured?
Our net worth-based fees start at 0.50% for the first $10M, with personal tax return included and 5-15 planning hours based on portfolio size.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through remote consultations while maintaining local office support in Indianapolis and Chicago.
What makes Delta Wealth different from other firms?
We combine CPAs and financial planners under one roof, offering tax-integrated wealth management with private real estate opportunities.
Can you help with business tax planning?
Our CPA team provides comprehensive business tax services including quarterly planning, credit reviews, and compliance reporting for corporations.
How do you handle real estate investments?
We source and evaluate private real estate opportunities, structuring tax-efficient investments that complement traditional portfolios with stabilized and development properties.
