Wilmington Wealth Management (formerly BBF Wealth) is a Forbes Award-winning, goal-based wealth management practice dedicated to providing tailored solutions for high-net-worth families and individuals.

Serving the Wilmington area since 1985, our team of Certified Financial Planners^® is committed to placing clients’ needs at the forefront of every wealth management decision.

Our commitment to excellence has been recognized by Forbes, naming our team among Delaware’s Best-in-State Wealth Management Teams in 2023, 2024, and 2025. In addition, Brad Foy was individually named a Best-in-State Advisor in 2022, 2023, 2024, and 2025.

At Wilmington Wealth Management, we take pride in our expertise and ethical standards. All our advisors hold the CFP^® designation, considered the gold standard in financial planning, which holds us to the highest fiduciary standard, always prioritizing your best interests.

Our comprehensive approach begins with a strategy and planning meeting, where we review your financial situation and gather information about your goals, assets, liabilities, income, and aspirations. From there, we create a tailored financial plan to help you achieve your objectives, typically starting with a diversified portfolio designed to take only as much risk as needed to reach your target rate of return. We then use advanced retirement planning software to track your long-term goals and progress.

As CFP^® professionals, we believe in providing high-quality financial planning at a reasonable fee; well below the industry maximum, delivering exceptional value to our clients.

Whether you’re seeking a fresh perspective or simply want to confirm you’re on the right path, our team is here to help. Schedule a complimentary consultation with one of our CFP^® professionals to review your current plan and explore how Wilmington Wealth Management can help you pursue your financial goals with confidence.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, CERTIFIED FNANCIAL PLANNER™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The 2025 Forbes ranking of America’s Best-in-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info. The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and inperson due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-statewealth-advisors/ for more info.