Jared Siegel

Jared Siegel, MBA, BFA™, CEPA®, leads Delap Wealth Advisory and is a partner and Chief Development Officer at Delap. Jared helps clients build and preserve their wealth while aligning their values with their capital. He leads a team of fiduciary advisors creating evidence-based financial plans to maximize after-tax client outcomes for high-net-worth families and business owners. His depth of knowledge about small business, real estate, capital markets, and tax integration permits him to liberate his clients from the stress and worry of managing their wealth. Jared has thousands of hours of advanced tax and financial planning experience, including a Certified Exit Planning Advisor (CEPA®) certification. He is also the host of Delap’s podcast, Success That Lasts, where he explores the complicated topic of enduring and fulfilling success.


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