Dellinger, Dolan, McCurdy & Phillips (DDMP) Investment Advisors is an independent practice founded on the principal that you deserve personal, proactive service when it comes to managing your financial resources for long term goals. With our partnered approach, we bring distinctive resources, strategic processes, and personalized attention for each of our clients.
As financial advisors, we provide knowledgeable recommendations based on our collaborative review of your needs, decades of in-field experience, and a holistic view of financial planning. We commit to keeping your goals the highest priority and to providing long-term, personalized attention to your financial future.
W e believe with prudent planning everyone can have confidence in their financial futures, particularly as it relates to retirement, and we are passionate about providing the resources, information, personal attention and well-rounded insights needed to help achieve that goal.
In 2006 we founded DDMP to live out our commitment to setting the new standard of service individuals and families should expect from their financial advisors. We saw an unfilled need for responsive, personal attention, which prompted us to pioneer a new service model called the “Partnered Approach.” This approach ensures you get the benefit of dual insights, with the singular goal of creating a holistic and objective financial plan which takes into account your specific goals, additional investments, life circumstances, risk tolerance and long-term plans. Today, we bring over 86 years of combined industry experience to inform and empower you to make financial choices with a long-term goal in mind.
We recognize the value of building a long-term relationship so when we meet with you, you can benefit from year-over-year performance comparisons, a continuous set of targets to reach your goals, and a deep-rooted understanding of your personal circumstances and needs. From start to finish, our process keeps the focus on you: we begin with evaluating your unique needs and circumstances, and then perform a detailed analysis of your current investments and how they relate to your overall goals. We then provide a plan of action for additional investment options and craft a strategy that fits your optimal lifestyle. Through Raymond James, we have access to additional tools, securities and research from a company that is recognized for asset management nationwide.
“Our names are in the company title because we want our clients to know we are personally tied to helping them in their individual, complex, personal situations. We follow up and follow through because we genuinely care.”
Financial Advisor, Raymond James
With our Partnered Approach, we meld process-driven services with a commitment to personal interactions, responsiveness and collaboration. The approach is two-fold.
First and foremost we are wholly partnered with you, and your end goals become our end goals. We begin with a holistic view of your current financial plan and investments. We will also evaluate your current life circumstances, such as your risk tolerance, your expected retirement age, your retirement lifestyle goals, and your ability to invest in those goals. During this necessary planning stage we will work with you to set target objectives that are specific to your lifestyle and are forward-looking for long-term strategies. After the analysis stage, we’ll form a detailed financial plan designed to help you achieve your optimal retirement lifestyle according to your goals and specifications. We base all recommendations on our combined industry experience as well as extensive market research to strengthen your long-term return potential. As your partners, we’ll then take responsibility to launch your financial plan and will regularly monitor your portfolio. We are proactive in communicating performance, continuously monitoring each element of your plan’s progress, and work with you to make changes as needed.
Dual Insights. Singular Focus.
The second element to the Partnered Approach is in our partnership with each other. We are strategically paired within a specialty at DDMP so that there are two Partners monitoring your plan strategy and performance, and two Partners collaborating with you throughout the process. You benefit from dual insights and double the commitment to our relationship with you. Each partner has equal share in the business, which means each partner is dedicated to your success in equal measure, ensuring quick responses, vigilant performance monitoring, comprehensive performance reporting, and adherence to the highest standards of client attention.
Our greatest impact is in our partnership with you. We know that each of our clients is unique with unique circumstances, assets, interests, and timelines. By not having the obligation to sell proprietary products, and by being intentional with whom we partner and transparent in how we manage our business, we are able to provide dedicated and unbiased strategies customized to your goals. We tailor our communication style and frequency to match your preferences, and provide the information that allows you to compare year over year performance as we work together toward your long-term goals. We keep our focus on your needs, rather than “performance chasing,” as a matter of integrity and relationship-building, and because we believe that will have the maximum lasting impact.
“We commit to looking at everything through our clients’ eyes: to identify their concerns and what’s most important to them. With this deep level of partnership, we can impact their long-term financial future with decisions based on their perspectives and context.”
Financial Advisor, Raymond James
As part of our partnership, please take advantage of the industry trends and account information made available to you:
DDMP Investment Advisors
DDMP Investment Advisors is an independent firm of financial advisors who put your goals first. We specialize in advising and assisting in qualified retirement plans, individual investing and institutional investing.
Contact us to experience the advantage of dual insights with a singular focus:
95 Masonic Drive
Elizabethtown, PA 17022
To learn more about our Partnered Approach in Qualified Retirement Plans and Nonprofit Investment Management, contact:
Todd Dellinger, CFP®, AIF, Financial Advisor, Branch Manager, Partner | 717.689.1010
John Phillips, AIF, Financial Advisor, Partner | 717.689.1010
To learn more about our Partnered Approach for Individual Investors, contact:
James McCurdy, Financial Advisor, Branch Manager, Partner | 717.689.1010
Sean Dolan, Financial Advisor, Partner | 717.689.1010
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
95 Masonic Drive | Elizabethtown, PA 17022 | Phone 717-689-1010 | Toll Free 1-888-843-7295
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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