Anthony DeBellis MSFS, CFP^®, CAP^®

Anthony, Managing Partner, brings over 27 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy® (CAP®), he combines technical expertise with a client-centered approach to deliver tailored financial strategies. Anthony’s academic accomplishments include a Master’s Degree in Financial Services from The American College, an Executive Education Certificate in International Business Management from Georgetown University, and a Bachelor’s Degree in International Affairs with a concentration in International Economics from The George Washington University. He understands business owners’ needs and dedication to pursuing results. He is best known for guiding clients through life’s complexities with strategic plans and a commitment to their long-term performance.