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AD Financial Partners
AD Financial Partners was launched by Micah Delo in January 2013 following a six-year tenure at AXA Advisors, where he rose to Divisional Vice President...
AD Financial Partners
AD Financial Partners was launched by Micah Delo in January 2013 following a six-year tenure at AXA Advisors, where he rose to Divisional Vice President responsible for recruiting, training, and mentoring new advisors. Delo, who holds a B.S. in Business Administration from Westminster College and completed the Executive Certificate in Financial Planning at Duquesne University, structured the firm as an independent practice. The firm's stated clientele includes high-net-worth professionals, women in transition, retirees, entrepreneurs, and their families. The firm integrates three service lines: financial planning, investment management, and business planning. Its financial-planning process centers on an asset-mapping methodology that links client goals to a customized roadmap. On the investment-management side, the majority of clients grant AD Financial Partners discretionary authority, which allows the firm to make portfolio adjustments—typically a handful per year—based on an intermediate-term market outlook. The business-planning practice focuses on succession and ownership-transfer strategies for family-held enterprises, addressing intergenerational dynamics and equitable control transitions. AD Financial Partners operates from a primary office at 8700 Perry Highway in Pittsburgh and a secondary location on Noble Avenue in Crafton, Pennsylvania. The firm lists no outside institutional vehicles, club memberships, or co-investment programs. Delo maintains community governance roles, serving as Treasurer and Trustee of First Presbyterian Church of Pittsburgh and President of the Board of Governors of Shannopin Country Club, anchoring the firm's regional presence. No recent operational event within the last 24 months was verifiable from public sources. AD Financial Partners stands apart structurally by operating as an independent practice under the Cambridge Investment Research umbrella—Micah Delo's registered email and brokerage affiliation route through Cambridge—rather than a wirehouse or bank-owned wealth manager. This independent-contractor architecture gives the firm discretion over its service stack and client relationships while leveraging a mid-sized broker-dealer's compliance and clearing infrastructure.
General information
Firm type
Multi Family Office
Year founded
2013
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Pittsburgh
Corporate office
8700 Perry Highway Suite 200, Pittsburgh, PA 15237, United States
Additional offices
150 Noble Avenue, Crafton, PA 15205, United States
Principals
Micah Delo
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at AD Financial Partners?
Founder Micah Delo, a CERTIFIED FINANCIAL PLANNER™ and holder of the Series 7, 66, and 24 securities licenses, concentrates investment management within the firm's discretionary portfolio mandate. The majority of clients grant the firm discretionary authority, enabling Delo to make portfolio adjustments on their behalf without seeking transaction-level approval.
How does AD Financial Partners approach financial planning for its clients?
The firm uses a proprietary asset-mapping process that visually maps a client's current financial position against stated goals, then builds a sequenced action plan. This sits alongside risk management and investment advisory services, positioning planning as the central organizing framework rather than a separate product line.
Does AD Financial Partners manage assets on a discretionary or non-discretionary basis?
The firm's website states that the vast majority of clients empower the firm to manage portfolios with discretion, which lets Delo act quickly and efficiently on their behalf as needs arise. This discretionary posture is unusual among smaller independent advisors and suggests a high-trust client base comfortable delegating day-to-day allocation decisions.
What types of clients does AD Financial Partners serve?
The firm targets high-net-worth professionals, women in transition, retirees, entrepreneurs, and their families. Its business-planning practice specifically works with families that hold multi-generational operating businesses, advising on equitable and responsible ownership transfers.
What is AD Financial Partners' broker-dealer affiliation?
Public records show Micah Delo's business email and professional registration are tied to Cambridge Investment Research, a large independent broker-dealer. This relationship provides the firm with compliance oversight and trade execution while preserving its independent branding and local client-service delivery.
How is AD Financial Partners different from a traditional multi-family office?
Unlike multi-family offices that pool resources for co-investment or private-market access, AD Financial Partners operates as an independent advisory practice providing planning, discretionary portfolio management, and business-succession advice to wealthy individuals and families. It does not appear to offer pooled co-investment vehicles or institutional-grade alternative access.
Does AD Financial Partners have philanthropic structures or foundations?
Public-facing materials do not reference any affiliated philanthropic foundations or donor-advised fund programs. The firm's community involvement is channeled through Micah Delo's personal board roles, including his position as Treasurer of First Presbyterian Church of Pittsburgh, rather than through a separate charitable entity.
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