B.I.G. Investment Services

B.I.G. Investment Services is a financial planner in Dover, Delaware, offering personalized wealth management for individuals and business owners across the United States. The firm specializes in retirement planning, estate planning, tax management, risk management, investment strategy, and education funding, helping clients at every life stage achieve financial security and long-term goals. With over 25 years of experience and a team of four financial advisors, the company combines deep industry knowledge with a client-centered approach focused on aligning financial strategies with personal aspirations. Their service area extends nationwide, though their physical office is located in Dover. The firm is recognized for its consistent, client-focused guidance and has earned a strong reputation through positive client feedback and long-term relationships.

The firm’s philosophy centers on understanding each client’s hopes, dreams, and fears to build financial plans that reflect their life goals. B.I.G. Investment Services employs a five-step process to thoroughly assess individual needs and develop customized strategies for retirement, legacy planning, college savings, and business exit planning. The team, led by founder David Boothe, includes advisors with diverse expertise and academic backgrounds, including degrees in business, finance, and management. They emphasize proactive planning, particularly for business owners, helping clients navigate market volatility and implement tax-efficient strategies. Their services extend beyond investments to include coordination with legal and tax professionals, ensuring comprehensive protection and continuity of assets.

Located at 450 Kings Hwy NE in Dover, the firm sits just a short drive from the St. Jones River and Silver Lake Park, approximately 0.2 miles from each. It is also within a quarter-mile of North Dupont Highway and Kings Highway Northeast, with East Division Street and Central Middle School nearby. The office is positioned in a quiet residential corridor, accessible from major regional routes.

B.I.G. Investment Services maintains a strong digital presence with a well-optimized website that search engines read clearly, contributing to consistent visibility. The business information is thoroughly documented across online platforms, reinforcing its credibility and accessibility. This transparency strengthens trust and ensures clients can easily verify the firm’s credentials and services.

By combining decades of experience with a mission-driven approach, B.I.G. Investment Services stands as a trusted financial partner in Dover, empowering clients to build lasting security and achieve their most meaningful life goals.