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Financial Planning & Investment Guidance for Felton, DE

Planning for your financial future starts with having a clear strategy and a trusted partner by your side. Whether you're preparing for retirement, managing your investments, protecting your family's future, or planning your legacy, thoughtful financial guidance can help you make confident decisions with greater peace of mind.


At B.I.G. Investment Services, we proudly serve individuals and families in Felton, DE with personalized financial planning, retirement planning, and investment guidance tailored to their unique goals. As a fee-only fiduciary, we're committed to acting in your best interest by providing honest advice, proactive planning, and long-term strategies designed around what matters most to you.


No matter where life takes you, we're here to help you make informed financial decisions with clarity, confidence, and lasting support.


Personalized Financial Planning Built Around Your Goals


Your financial goals deserve a plan that's as unique as you are.


That's why we begin every relationship by taking the time to understand your priorities, answer your questions, and learn what financial success looks like for you. From there, we develop a personalized financial strategy that's designed to support your life today while preparing you for tomorrow.


Whether you're planning for retirement, growing your investments, preparing for your children's education, or navigating an important life transition, we'll help you make informed financial decisions that align with your long-term goals.

financial advisor discussing financial goals to young couple
felton delaware map

Why Felton Families Choose B.I.G. Investment Services


Choosing a financial planning team is about finding professionals who will take the time to understand your goals and help you navigate every stage of life with confidence.


Families throughout Felton choose B.I.G. Investment Services because we provide:


  • Fee-only fiduciary advice that's always focused on your best interests.

  • Clear, easy-to-understand financial guidance without unnecessary financial jargon.

  • Personalized financial strategies designed around your goals—not generic recommendations.

  • Proactive planning with regular reviews and ongoing support as your life changes.

  • A long-term financial partner committed to helping you make confident financial decisions for years to come.

Start Planning with Confidence


If you're looking for personalized financial planning and investment guidance in Felton, DE, B.I.G. Investment Services is here to help.


We'll take the time to understand your goals, answer your questions, and develop a personalized financial strategy designed around what matters most to you. Whether you're planning for retirement, managing investments, or preparing for your family's future, you can count on our team to provide clear guidance and ongoing support.


Schedule your consultation today and discover how a trusted, long-term financial partner can help you feel more confident about your financial future.


Fiduciary Duty: Putting YOU First

As a fee-only firm, B.I.G. Investment Services operates as a fiduciary, which means we are legally and ethically bound to act in the best interests of our clients.

This fiduciary duty requires us to provide investment advice that prioritizes our clients' needs above our own, ensuring transparency, honesty, and loyalty in all financial dealings. By adhering to this standard, B.I.G. Investment Services commits to making decisions that align with the clients' financial goals and circumstances, avoiding conflicts of interest, and providing full disclosure of any potential conflicts. This fiduciary responsibility fosters trust and confidence, allowing clients to rely on the firm for unbiased, client-focused financial guidance.

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Boothe Investment Group Inc. (“B.I.G. Investment Services”) is registered as an investment adviser with the Securities and Exchange Commission.   Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by B.I.G. Investment Services in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of B.I.G. Investment Services, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Contact B.I.G. Investment Services

450 Kings Hwy N.E., Dover, DE 19901

Local: 302-734-7526

Toll-Free: 1-866-946-7526

info@ABigPlan.com

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