Founded more than 65 years ago in Toledo, Ohio, Delp & Company has grown from a family business into a nationally recognized advisory firm. We’ve guided high-net-worth families through the complex terrain of estate planning, wealth preservation and transfer, ensuring their path is clear and their destination secure.
Navigating Your Legacy
65 years helping families navigate the path to lasting wealth, purpose, and legacy.
Six Decades of Excellence
Our Philosophy
We believe in the perfect alchemy of art, science, and technology. The art is understanding your family’s story, values, and aspirations. The science is disciplined execution—tax strategies, legal structures, investment designs, and life insurance solutions. Technology ensures efficiency, accuracy, and growth across generations. Together, this approach acts as your compass, guiding your family’s wealth, influence, and purpose safely into the future.
Different is not always better. Better is always different.
Guided by Experience, Driven by Results
Our team combines decades of expertise in life insurance design, estate planning, and wealth transfer solutions. We collaborate closely with clients and their trusted advisors, serving as the guiding compass that aligns every strategy with your family’s vision today and tomorrow.
Meet the Team
Bradley J. Delp, ChFS
National Category Expert in Wealth Transfer Solutions
45+ Years Experience
Hillsdale College, 1984
American College, 1993
Brad joined his father in their family consulting business over 45 years ago. Recognized as a national expert in designing and structuring sophisticated wealth transfer solutions, he has been the driving force behind building a 65-year-old legacy. Brad and his team have managed tens of billions in life insurance solutions for high-net-worth families, individuals, and charitable organizations.
Bob Reifsnider
Managing Director of North American Markets
30+ Years Experience
University of Colorado, Boulder, 1984
Bob was invited to join Delp & Company as Managing Director of North American Markets to showcase The Delp unique wealth transfer design solutions. His own family life—spanning grandparents, children, grandchildren, in-laws, and a marriage of 33 years with his wife Kim—has given him first-hand understanding of what it truly means to build, protect, preserve, and pass on a legacy. Every family story he has lived helps sharpen the expertise he now brings to his clients, making each strategy both precise and profoundly personal.
Erika K. Mix
Bowling Green State University, 2000
20+ Years experience
Erika brings deep expertise in financial strategy and client relationship management, complementing our team’s vision with precision and care. Her dedication ensures every plan we design aligns seamlessly with the unique goals and values of each family.
Underwriting Team
All 20+ Years Experience
Trusted A+ Rated Carriers
Our underwriting professionals each have over 20 years of experience, building trusted relationships with A+ rated carriers. Their expertise ensures that every detail of your wealth transfer plan is optimized and protected, giving you confidence and peace of mind.
Exceptional estate planning requires you to love someone or something more than yourself.
Our Clients
We specialize in helping Baby Boomers review their estate plan, protect assets, eliminate taxes, and transfer their wealth efficiently. In addition, we assist high-net-worth Gen X and Millennials in building and honoring their parents’ legacy and philanthropic wishes.
Cross-Border Expertise
For Canadian citizens and foreign nationals with a US nexus, we deliver best-in-class, tax-advantaged solutions designed for stability, flexibility, and unmatched rates of return. We help families navigate international complexity, providing the compass that keeps their wealth on course, no matter the terrain.
Your Legacy, Our Commitment
For over 65 years, Delp & Company has delivered solutions that combine experience, innovation, and integrity. We help families chart the path forward, designing, protecting, growing and transferring wealth so that your vision, values, and influence endure for generations.
Your Questions
How can I protect my estate if a child divorces or faces creditors?
We can structure trusts, life insurance, and business ownership plans to shield assets from creditors, predators and failed marriages — protecting your heirs and preserving your legacy.
How can I protect my estate from changing tax laws?
Flexible plans, regularly reviewed to adapt to new laws, family changes, or unexpected events. Trust structures and provisions, insurance designs allow for adjustments as circumstances evolve.
How can I reduce probate costs and speed up asset transfer?
Properly structured trusts, joint ownership structures, and strategic gifting, we work to eliminate probate delays and expenses, ensuring heirs receive assets efficiently.
Can my assets generate income for my heirs now without triggering large taxes?
Yes. We structure your wealth to provide immediate income or benefits for heirs while deferring or minimizing taxes — giving your family access without compromising your long-term legacy plan.
What are the biggest risks to my estate?
Without proper planning, 40–50% of your estate could be lost to taxes, probate, or family disputes. We design strategies to protect your wealth and ensure it passes efficiently to your heirs.