Michelle Stone

“Delta felt like an extended family. A team genuinely committed to helping me see exactly where I was and where the gaps were in my plan to where I wanted to be … Mike is realistic, direct and over-giving … no-nonsense approach.”

Mike Sikar

Founder & Principal Advisor

I’ve been a leader and innovator of the financial services industry for almost two decades, as a stockbroker from 1997 – 2007 and as a financial advisor from 2008.

Managing money comes down to basic psychology-understand how it works, know what you want it for and consistently apply the key principles to get the most out of it.

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QUOTE OF THE MONTH

“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”

~Benjamin Graham

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