A Dedicated Partner for Every Need

Protecting Wealth, Preserving Legacies

Safeguard the results of your life’s work for you and your heirs through major life events while keeping your legacy intact for generations to come.

Expert Knowledge and Resources

At Adelphi, we have over a century of combined legal and fiduciary experience helping families and organizations like yours establish goals and implement solutions.

Collaborative, Empowering Partner

Find a true ally to guide and support your beneficiaries throughout their life with prudent, long-term advice.

Enjoy Today, Protect Tomorrow

Maintain the lifestyle you enjoy and plan for a retirement you’ll love with the peace of mind that comes with our undivided loyalty.

WEALTH AND INVESTMENT MANAGEMENT