The Power Of Financial Partnership
By Neil Stalter, CFP®, ChFC®, RICP®, CBEC®, CDFA®, Associate Partner | Wealth Manager
& Allison Oberembt, CFP®, Financial Advisor
Financial planning is not just about managing money; it’s about building relationships and trust. As a team, we bring a unique, collaborative approach to wealth management. With decades of combined experience, we tailor strategies designed to grow with you through every stage of life.
A focus on what matters most
We specialize in working with women, business owners, and pre-retirees. These groups often face unique challenges, and we are here to guide them with clarity and confidence. Our partnership offers a blend of perspectives—innovative ideas coupled with time-tested experience—to pursue your goals and help them remain the priority.
Supporting generational wealth
One of our strengths is working with families across generations. Whether helping parents prepare for retirement or empowering younger family members to build a strong financial foundation, we create strategies that are designed to preserve and grow wealth for years to come. Our diverse team approach allows us to bridge generational gaps and pursue a cohesive, long-term vision.
A commitment to excellence
We take pride in our professional credentials and commitment to high standards. As Certified Financial Planner™ professionals, we are fiduciaries, dedicated to acting in your best interest. Neil’s additional designations—including ChFC®, RICP®, CBEC®, and CDFA®—reflect our commitment to staying at the forefront of financial knowledge. These qualifications help enable us to address complex financial needs with confidence and skill.
Continuity you can count on
We believe one of the greatest advantages of our team is the assurance of long-term partnership. By working closely together, we aim to create a financial relationship supported by two professionals who understand your goals and vision. Our team structure is designed to provide seamless service and continuity, so no matter how your journey evolves, you’ll always have trusted advisors by your side. This forward-thinking approach helps set us apart and offers confidence for generations to come.
Real-world solutions
Here are just a few ways we’ve made an impact:
- Guiding families through business transitions while preserving harmony and minimizing tax burdens.
- Helping pre-retirees pursue financial security by balancing growth and stability.
- Empowering women to confidently take control of their financial futures.
Why choose a team?
Choosing the right financial advisor can be one of the most important decisions you’ll make. Working with a team ensures you benefit from multiple perspectives, enhanced problem-solving, and a broader range of experience. A strong team can offer the flexibility to adapt to life’s changes while always keeping your goals front and center.
At the heart of what we do is our shared mission to empower you with the knowledge and tools to make informed decisions. Together, we help you build, protect, and transfer your wealth with confidence and care.
Bio
Neil Stalter, CFP®, ChFC®, RICP®, CBEC®, CDFA® and Allison Oberembt, CFP® are financial advisors with Diamond State Financial Group, working together as a team to provide comprehensive financial planning. Neil, an Associate Partner and Wealth Manager, brings over a decade of experience, ensuring continuity and long-term guidance for their clients. Together, they specialize in helping business owners, women, and pre-retirees navigate wealth management, retirement strategies, and generational planning with confidence.
With a shared commitment to building lasting relationships, they take a collaborative approach to creating personalized strategies that evolve with their clients’ needs. Beyond their work, Neil and Allison are actively involved in their community, supporting charitable initiatives and local organizations.
Diamond State Financial Group, 900 Prides Crossing, Newark, DE 19713
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Diamond State Financial Group
302-366-0366
900 Prides Crossing, Newark, Delaware
Follow on facebook @diamondstatefinancialgroup
