At Delap Wealth Advisory, we utilize our expertise — and the vast resources of Delap CPA — to achieve financial clarity and success for our valued clients.
Delap CPA is one of Portland’s largest local accounting firms, with over 100 team members. It was founded in 1933 by Virgil DeLap, the grandfather of Dave DeLap. Dave is a partner in both Delap CPA and Delap Wealth Advisory.
Delap Wealth Advisory was formed in response to requests from clients of Delap CPA who wanted to coordinate their business strategies with their personal financial plans.
Both Delap Wealth Advisory and Delap CPA share the same mission and values: Integrity, seeking opportunity for improvement, embracing change, welcoming diversity of ideas, striving for excellence with passion, staying balanced in our personal lives, and working together as team.
You may come to us overwhelmed by trying to juggle all of your commitments. When you get to know us, you’ll feel like a massive weight has been lifted from your shoulders.