Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

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Location

1605 N. Cedar Crest Blvd, Allentown, PA, 18104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is the Owner/President of Dacinia Digital, a digital agency focused on establishing and growing clients' online presence. He spends about 10-20% of his time managing clients and ensuring contracted work is completed effectively.

Employment History
Current Registrations
Triad Wealth Partners, LLC
February 2025 - Present · 1 yr
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Matthew Michael D'elia - Financial Advisor | TrueAdvisor