Broker Check


Anita Grossman, Private Wealth Strategist

Founder and President

(856)488 2849  

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:

  • Bloomberg Businessweek
  • New Jersey Business Journal
  • Yahoo! Finance

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

**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:

**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.


Tammy Tasch, Series 7 and 66

In Tammy's role, it is her responsibility to see to it that we deliver extraordinary service. She creates synergy between the staff, operational elements, technology, and compliance. Tammy oversees the ongoing infrastructure and...

Read more

Heather Sherrill, Series 7

In her role, it is Heather's responsibility to see to it that the operations run smoothly so that we deliver extraordinary service. She executes seamless implementation of our clients' financial holdings. Heather is an outstanding...

Read more

Robert E. Appel, J.D.*, LL.M., MBA

Second Vice President of National Design/Advanced Planning

Member of the American and Connecticut Bar Associations. BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the...

Read more

Timothy S. Johnson, J.D.*, CRPC®

Chief Investment Strategist

Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management. BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds...

Read more

D. Wiley Moody

Director of Financial Planning and Member of the Investment Strategy Group

Primary area of expertise is the strategy and philosophy of investment planning and wealth management, focused on asset allocation, vehicle selection, and behavioral economics. Degree from Middle Tennessee State University, regular...
Read more

Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

National Design/Advanced Planning Attorney

Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations. BA degree in English from State University of New York at Buffalo;...

Read more

Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

Primary area of expertise is developing key concepts and strategies for the high net worth market. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's...
Read more

Mary T. Young, ChFC® , CRPC, CFP®

Director of Financial Advisory Services

Areas of expertise: High Net Worth estate distribution strategies, senior executive compensation, tax return analysis and retirement planning. Bachelor's degree from the Univ of CT and Associate's degree from Manchester Community College.

Read more

Douglas B. Richmond

Director, Sagemark Consulting Private Wealth Services

Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections. Experienced in developing relationships with property and...

Read more

Stephen M. Smith, JD*

Director of Planning

Stephen is the Director of Planning within Lincoln Financial Advisors. Stephen’s primary planning emphasis and expertise is estate and business succession planning. His mission is to help simplify the complexities of planning and...
Read more

John W. Schatz, CRPC ®

Director of Financial Planning & Member of Investment Strategy Group

Areas of expertise: Investment Planning, Private REITs, Annuities, Gold-Silver, Alternative Investments, Behavior Finance and including the integration of the investments into the comprehensive financial planning processes....

Read more

Ben T. Huddle, CFP®, MBA, CRPC®

Director of Financial Advisory Services

-Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes. - Master's degree in...

Read more