Reviews for Derek J. Delaney, CFP®, ChFC®, EA

11 Certified Advisor Reviews™

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 4, 2025
Derek at PharmD Financial Planning LLC is an absolute game-changer for pharmacists looking to take control of their financial future! His deep understanding of both finance and the unique challenges pharmacists face sets him apart from any other financial advisor. Derek takes the time to listen, explain complex strategies in a way that’s easy to understand, and truly cares about helping his clients build wealth, reduce taxes, and plan for long-term success. He gave me advice two years ago, which was opposite of some others. I'm glad I followed his advice!!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Shawn Bjorndal
Shawn Bjorndal

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 2, 2025
Derek is professional and very knowledgeable yet personable and understanding of our financial needs and plans. He does a great job!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Beth Aukes
Beth Aukes

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 5, 2024
   
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kim Lewis
Kim Lewis

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 5, 2024
My husband and I interviewed several different financial advisors and we chose Derek. He has been exactly what we wanted - smart, thoughtful, transparent, and helpful. I have recommended Derek to a few friends and will continue to do so.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sarah Hewitt
Sarah Hewitt

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 26, 2024
Derek has been extremely helpful for our retirement transition/planning, combining accounts, answering all our questions and is a very genuine person who loves what he does! Highly recommend !!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rachel Smith
Rachel Smith

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 25, 2024
   
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Randall Erdman
Randall Erdman

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 25, 2024
Derek is personable, professional and courteous. He is attentive to detail. He explains my portfolio in terms I understand. It has been a pleasure working with him. He makes accommodations for me easily. I have complete confidence in his recommendations for my needs as well as my own personal investment choices. He has explained options clearly. With no hesitation I recommend Derek as a financial planner partner. I am certain you will feel confident in his keen foresight to help your investments grow.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Penny Louise Flavin
Penny Louise Flavin

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 17, 2023
High recommend! Excellent process! Definitely looks out for your best interest. Unlike some advisers that push you to do certain thing's so they get a commission on the sale. This firm is a breath of fresh air compared to my prior experience with a so-called adviser.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike Klemmensen
Mike Klemmensen

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 15, 2021
As a business owner, your business comes first. PharmD has taken time to answer questions anytime of day. Derek understands that businesses don't always have an 8-5 schedule. It's very reassuring to have a guy that can answer a call and solve problems 24-7. Great company that's very professional. Thank you PharmD. Schulze Landscaping Rapid City SD
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for James Delaney
James Delaney

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 1, 2021
Derek has a love and passion for his job you don't find often in today’s world. Derek is extremely knowledgeable, if he doesn’t know the answer, he will figure it out and not just bs you. Trust is the first word that comes to mind when I think of PharmD.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jesse Brunsvig
Jesse Brunsvig

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 27, 2021
A high quality service, with great customer service!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dave Delaney
Dave Delaney