Schiavi + Dattani Information

With emphasis on the “personal” in personal financial planning Schiavi and Dattani, established in 1983, was the first fee-only and fiduciary-based firm in Delaware. As fiduciaries, we do not receive commissions, bonuses, rewards, or other compensations as a result of any recommendation. Unlike other brokerage firms and banks we have no proprietary products to sell and are 100% privately owned, meaning we do not answer to corporate owners who structure compensation to maximize personal profits at your expense. Our services are designed to be all encompassing from in depth tax, estate, investment, and retirement planning to assist you in meeting a full spectrum of financial planning needs. We value the importance of understanding not only the numbers, but the emotions surrounding your decision making process and properly frame the trade-offs of time, money, and happiness to ensure consistency with your goals.