Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Intergenerational Planning
  • Charitable Giving Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Delaware Valley Wealth Advisors, Ameriprise Client Experience Award, 2024-2025
  • Mark A Verbanas, Ameriprise Circle of Success, 2017-2024
  • Mark A Verbanas, Five Star Wealth Manager, 2012, 2013, 2015, 2016, 2023
  • Amy Leanne B Keach, Five Star Wealth Manager , 2013, 2015, 2017, 2018, 2025

Community participation

Delaware Valley Wealth Advisors - Community participation photo

The mission of Food Bank of Delaware is to inspire hope in our communities by providing food to nourish Delawareans, while collaborating on long-term solutions to hunger and poverty. Our team at Delaware Valley Wealth Advisors, along with some of our amazing clients, volunteer in packing food packs to be delivered to local schools, assist in the food pantry and provide food boxes for pick up by our neighbors in need.

Meals On Wheels America - Our team at Delaware Valley Wealth Advisors and some of our clients volunteer to create messages of love with handmade cards for seniors struggling with hunger and isolation.

Honored to receive recognition

All of us at Delaware Valley Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Delaware Valley Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

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