Five Star award winner Beau Breeden BFA™

PROFESSIONAL PROFILE

Contact Me

Beau Breeden BFA™

Managing Partner

Delmarva Financial Group

1298 Bay Dale Dr Ste 201

Arnold, MD 21012

Office: 410-216-2103

Cell: 443-253-8406

beau@delmarvafinancialgroup.com
www.delmarvafinancialgroup.com

Professional Approach

Beau Breeden, managing partner and financial advisor, strives to provide each client with a positive experience and help them work towards their goals through our 4 step planning process. Our firm motto is to "Help you grow the life you want".

Beau Breeden has been in the financial industry since 1999 and a licensed financial advisor since the fall of 2000. He started his career with American Express Financial Advisors. There Beau met his business partner in 2002 and is the co-founder of Delmarva Financial Group which got its start on January 10th, 2003. Delmarva Financial Group was affiliated with LPL Financial from 2003-2013 and since the fall of 2013 now partners with Securities America and Arbor Point Advisors to provide clients with an independent financial services business. Beau holds the Series 7 and 66 while also holding Life, Health, and Variable accreditations in multiple states. In 2023, Beau attained the Behavioral Financial Advisor (BFA™) designation.

Beau's passion to operate an independent financial services and wealth management firm that allows his team to better serve his clients, by providing more services, access to wider array of investment opportunities.

Beau is a son of retired Navy Commander and retired US Naval Academy Reference Librarian, who as Navy family moved 6 times before Beau was 9 years old. Once settled in Cape St Claire, Maryland, Beau attended public schools, graduating from Broadneck High School in 1996. In May 2000, Beau graduated from the University of Maryland Baltimore County (UMBC) with a BA in Economics/ Finance with minors and certificates in Accounting and Sports Management.

Beau currently lives in Cape St Claire, Maryland and enjoys life on the Chesapeake Bay with family, boating and fishing as much possible. He also dabbles and enjoys being as a backyard BBQ Pit Aficionado in his spare time on weekends. Beau serves as volunteer on multiple local civic and non-profit boards in the community and Anne Arundel County.

See Accomplishments

This award was issued on 01/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2389 Baltimore-area wealth managers were considered for the award; 254 (11 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 2,149, 259, 12%, 1/1/24, 4/10/23 - 10/31/23; 2023: 2126, 256, 12%, 1/1/23, 4/18/22 - 10/21/22; 2022: 2078, 260, 13%, 1/1/22, 5/10/21 - 11/12/21; 2021: 2029, 237, 12%, 1/1/21, 4/27/20 - 10/30/20; 2020: 1898, 234, 12%, 1/1/20, 4/1/19 - 11/13/19; 2019: 1865, 265, 14%, 1/1/19, 4/19/18 - 11/7/18; 2018: 1759, 232, 13%, 1/1/18, 4/21/17 - 11/6/17; 2017: 1093, 355, 32%, 12/1/16, 3/26/16 - 11/11/16; 2016: 1215, 356, 29%, 12/1/15, 6/16/15 - 11/9/15; 2015: 1749, 412, 24%, 1/1/15, 6/16/14 - 11/9/14; 2014: 1484, 395, 27%, 1/1/14, 6/16/13 - 11/9/13; 2013: 1490, 448, 30%, 1/1/13, 6/16/12 - 11/9/12; 2012: 1470, 262, 18%, 1/1/12, 6/16/11 - 11/9/11.

Click to access BrokerCheck

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned, independent and unaffliated with Delmarva Financial Group.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.