Broker Check

Team


Anita Grossman, Private Wealth Strategist

Founder and President

(856)488 2849
anita.grossman@LFG.com  

At Grossman Financial Planning Group (GFPG) and Delphi Wealth Management (DWM), it is my personal goal to help families build and protect their wealth, by providing them with creative financial solutions that include plans to protect their wealth for the next generation.  For over two decades, I have been with a long-standing financial institution with deep resources and an esteemed team of national specialists. 

At GFPG and DWM, our expertise is in wealth accumulation and preservation, investment management, retirement and estate planning strategies, life insurance analysis, tax reduction strategies, business succession, and charitable giving.  We focus on individualized goals and review ongoing changes leading up to and through retirement.  We  implement strategies for successful business owners, professionals, senior-level executives, and retirees.  We work on a cross-disciplinary basis, not just a legal, accounting, investing or insurance basis but across the board.  This process allows us to identify coordination gaps and missed financial planning opportunities in your existing plans.  Most importantly, we understand the difference between getting work done and getting it done as well as possible. Our clients say that our work has given them greater confidence and clarity in their financial plans and has provided them with a sense of security that comes from knowing what they need to do to achieve their financial objectives.  Each plan is custom designed and all recommendations are in writing.  We only take on a limited number of select new clients each year who fit our client profile.  We are committed to providing outstanding service that has allowed us to maintain long professional and personal relationships with our clients.

Anita's accomplishments include:

  • Top Financial Security Professionals - Best-in-State by Forbes on 2/1/2022 based on data from 2021*
  • Philadelphia Magazine*–Named a Five Star Wealth Manager in the Philadelphia-New Jersey region by Five Star Professional on 1/1/2022 based on data from 2021, for the 10th consecutive year.*
  • New Jersey Monthly - Named a Five Star Wealth Manager by Five Star Professional on 1/1/2022 based on data from 2021, for the 12th consecutive year.* 
  • Legacy Award* - Lincoln Financial Advisors - PHLRPO (2010)
  • Interviewed on various television stations discussing how to manage your financial future
  • Published in several national publications

Quoted in:

  • Forbes.com
  • Bloomberg Businessweek
  • New Jersey Business Journal
  • NJbiz.com
  • Bankrate.com
  • Morningstar.com
  • Yahoo! Finance
  • Marketwatch.com

Member of the elite Top of the Council* and PREMIER PARTNERS® for client results and service

  • Member of The Resource Group (TRG) - An internal invitation -only, nationwide network of the top planners within Lincoln Financial Advisors.
  • Member of Sagemark Private Wealth Services - An internal Lincoln Financial Advisors organization of top planners who focus on clients in the high net worth market.
  • Member of Premier Partners Program -The Premier Partners Program represents a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism and business production.
  • Member of WISE Group - The mission of The WISE Group is to assist women financial advisors with Lincoln Financial Network in the growth and recognition of their practice.
  • Member of Estate and Financial Planning Council
  • B.S. Degree, Drexel University
  • In business since 1995

Prior to joining this industry, Anita had a management position at a Fortune 500 Company

  • Responsible for the profitability of a multi-million dollar manufacturing and retail business
  • Annual sales in excess of $500,000,000

Past board member of The Golden Cradle Adoption Agency


**The Forbes Best in State award is independently produced by Forbes and is based on data from financial advisors, regulatory disclosures, and research by SHOOK.  The award was independently granted and membership in an organization was not required. Working with a Forbes Best in State financial professional is no guarantee of investment success.  Neither the advisor nor the parent firm paid a fee to Forbes or SHOOK for the nomination, receipt, or promotion of the award. For more information please visit https://www.forbes.com/best-in-state-financial-security-professionals/?sh=71ffb8c07f33#3f969cec18a8

**The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. We were independently nominated for the award.  Neither the advisor nor their parent firm paid a fee to Five Star Professional for nomination, receipt, or promotion of the award.  The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.  For more information go to: www.fivestarprofessional.com.

**The Legacy Award is an internal award given to an individual who excels in sales and/or management achievements, educational attainments, service to organizations within our industry and in the community.

**Top of Council a internal recognition award based on determined by annual sales amounts.

 CRN-5427780-012423

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