Advisor photo for Angela M De Lion

Angela M De Lion

CFP®, BFA

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Reach your financial goals with more confidence

You may have many goals ahead — retirement, education, family events, travel — or be focused on a single need like saving for a new home. I tailor my advice to your goals and go beyond just investments to help you feel more confident across your full financial life.

Throughout the year, I help navigate the present while staying focused on your long-term goals. I analyze markets and the economy and track changes to taxes and legislation. You receive timely updates and recommendations, ongoing. As your needs change, I work with you to reevaluate your goals and update your overall financial strategy, always based on your time horizon and risk tolerance. At any time from any device, you can track your progress and review your portfolio.

My focus is on providing you with trusted advice and outstanding service so you can achieve your goals today and in the future.

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Creating your family legacy

What do you plan to leave behind for the people you love? We can collaborate with you, your family and your attorney to create strategies to build and sustain wealth and work toward a healthy financial future that can last for generations to come.

We start by focusing on what your family values. These values are not just from a financial standpoint but also the ways you contribute to your community through charitable contributions or other ways of giving back. Collaboration is key, so we thoughtfully bring everyone to the table to make sure the entire family’s goals and objectives are considered.

Proactively creating a family wealth financial plan can allow you to become an active steward of your wealth while enjoying life now and in the future. We begin this process by setting a family meeting to review your beneficiaries, review needed legacy documents, and, of course, address questions or concerns you may have.

If you think it would be helpful to have a comprehensive family wealth conversation or for us to meet with other members of your family, we are here to help.
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