Element Wealth Planning

Element Wealth Planning Full service fiduciary financial planning and wealth management firm, located in Georgetown, DE.

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best...
08/31/2026

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

What an awesome night connecting with others and supporting a great cause, Lincoln’s Embrace for Good program. Thank you...
08/27/2026

What an awesome night connecting with others and supporting a great cause, Lincoln’s Embrace for Good program. Thank you to the Georgetown Chamber of Commerce and Millsboro Chamber Of Commerce.

We're pleased to announce that Erin Winner has successfully passed the examination to receive the Certified Plan Fiducia...
08/24/2026

We're pleased to announce that Erin Winner has successfully passed the examination to receive the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA).

Plan advisors who earn their CPFA® demonstrate the specialized knowledge required to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities. The Certified Plan Fiduciary Advisor (CPFA®) credential - developed by some of the nation's leading advisors and retirement plan experts - demonstrates knowledge, expertise, and commitment to working with retirement plans.

This designation is among the most recognized in the industry and focuses on building a sound fiduciary process. Certified Plan Fiduciary Advisor (CPFA®). By earning the CPFA, one can "demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities."

In addition to the CPFA®, Erin also actively holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation.

Please join us in congratulating Erin on this accomplishment.

Perfect weather to visit the West Side Creative Market today!☀️ Friday, August 21 | 5 to 9 PMWest Side Creative Market w...
08/21/2026

Perfect weather to visit the West Side Creative Market today!

☀️ Friday, August 21 | 5 to 9 PM
West Side Creative Market with live music, food trucks, plus a new art exhibit opening at the Artpothecary.

📍19826 Central St., West Rehoboth

Free admission. Family friendly. Dog friendly. Rain or shine.

08/21/2026

🗓️ Did you know that today is National Senior Citizens Day? 🗓️

❤️ This is a fantastic time to honor seniors' wisdom, resilience, and contributions in our communities.

❤️ You can spend time with a loved one or even volunteer at a senior center. How do you plan on celebrating today?

08/18/2026
🔑 Unlock the power to shape your legacy! 🔑As August is What Will Be Your Legacy Month, let's remember that we have the a...
08/16/2026

🔑 Unlock the power to shape your legacy! 🔑

As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

Recognize National Make-a-Will Month by taking control of your estate. Make sure your wishes are known and help protect ...
08/13/2026

Recognize National Make-a-Will Month by taking control of your estate. Make sure your wishes are known and help protect your loved ones from uncertainty.

Ready to tackle back-to-school season without breaking the bank? Discover these easy-to-use budgeting hacks to ease the ...
08/11/2026

Ready to tackle back-to-school season without breaking the bank?

Discover these easy-to-use budgeting hacks to ease the financial strain. Swipe on for clever tips to help start the school year off on the right foot!

Know someone who could use these tips? Tag them to share!

💡 Your legacy: a beacon of light in a changing world! 💡During this special month, let's remember that our legacy isn't j...
08/10/2026

💡 Your legacy: a beacon of light in a changing world! 💡

During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

Address

120 S Bedford Street
Georgetown, DE
19947

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+13025151884

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