Delta Financial Advisors, Inc.
Delta Financial Advisors, Inc. is a Kensington, MD based financial planning and wealth management firm.
23 employees · est. 1991 · United States
Segment Wealth Management, LLC
Financial Advisor, Investment Services
9 employees · est. 2010 · Houston, United States
Delta Financial Advisors, Inc. is the older company (1991 vs 2010); Delta Financial Advisors, Inc. is the larger of the two.
Side-by-Side Comparison
| Metric | Delta Financial Advisors, Inc. | Segment Wealth Management, LLC |
|---|---|---|
| Founded | ||
| Founded | 1991 older | 2010 |
| Headquarters | ||
| Headquarters | United States | Houston, United States |
| Employees | ||
| Employees | 23 larger | 9 |
| Industry | ||
| Industry | Finance, Financial Services, Wealth Management | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Wealth Management & Creation Strategies, Investment Advisory Services, Retirement Planning, Insurance Guidance, Tax-Efficient Financial Strategies, Estate and Legacy Planning | Not tracked yet |
| Target Customers | ||
| Target Customers | Individuals Building Wealth, Retired Individuals or Those Approaching Retirement, Families Seeking Financial Planning, High Net Worth Individuals, Clients Needing Insurance Guidance | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Accumulation, Asset Preservation, Tax Planning, Tax Preparation, Customized Financial Planning, Investment Advisory, Registered Investment Advisor, Long-term Relationships, Financial Health, Wealth Resource Management, Financial Planning, Generational Planning, Educational Planning, Global Clientele | Wealth Management, Financial Advisory, Tax Efficiency, Fiduciary Firm, Investment Strategies, Exchange Traded Funds (ETFs), Municipal Bonds, Estate Planning, Retirement Planning, Business Leadership, Thought Leadership, Best Selling Author |
| Website | ||
| Website | dfa1.com | segmentwm.com |
About Delta Financial Advisors, Inc.
Delta Financial Advisors, Inc., based in Kensington, MD, has established itself as a seasoned player in the realm of wealth management since its founding in 1991. The company offers a comprehensive suite of services, including wealth accumulation, asset management, and tax planning, tailored to meet...
About Segment Wealth Management, LLC
Segment Wealth Management, LLC Segment Wealth Management, LLC is a prominent financial advisory firm that prioritizes low fees, tax efficiency, and long-term perspective for financial success. The company specializes in investment strategies, offering asset management services and custom portfolio...
We will tell you when either one moves
BounceWatch watches Delta Financial Advisors, Inc. and Segment Wealth Management, LLC for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Delta Financial Adviso... and Segment Wealth Managem... — by email.
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Compiled from the BounceWatch company index. We last looked at Delta Financial Advisors, Inc. on 11 Apr 2026, and Segment Wealth Management, LLC on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
