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ETAI GROFF

Senior Wealth Strategist

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Etai Groff is a Senior Wealth Strategist at Delos Private Client Group, supporting clients from the first conversation through the life of the relationship. Etai focuses on the full financial structure of each client’s wealth, serving as a trusted advisor across asset allocation and investments, estate and legacy strategy, business and succession planning, risk management, and other areas of financial planning.

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What sets Etai apart is his genuine passion for working with clients and helping them navigate their financial journey. He understands that every client brings a unique perspective and distinct objectives, and he takes a proactive, personalized approach to developing strategies that reflect each client’s circumstances and goals.

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Etai’s path into financial planning began with a high school internship that gave him his first exposure to the industry. By the time he enrolled at the University of Arizona, he had decided to pursue financial planning directly, earning a Bachelor of Science in Personal and Family Financial Planning in 2023. He earned his CFP® certification in 2025 and is currently pursuing the CPWA® designation.

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Born in Pittsburgh, Pennsylvania, Etai has deep family roots in Israel and values the opportunity to visit and experience the region’s history and culture. Outside of work, he is an avid reader of history and novels and stays active through basketball and training. He is based in Dallas, Texas.

Delos Private Client Group, LLC (“Delos PCG”) is an investment adviser registered with the U.S. Securities and Exchange Commission.  Registration with the SEC does not imply a certain level of skill or training, nor does it constitute an endorsement by the SEC.  Copies of Delos PCG’s Form ADV Part 2A, Form Part 2B, and Form CRS are available upon request or at the links at the bottom of this page.  Additional information about Delos PCG is also available on the SEC’s website at www.adviserinfo.sec.gov.  Delos PCG is an affiliate of First United Bank and Trust Company. 

 

This website is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security, nor does it constitute investment, legal, tax, or accounting advice. Nothing on this website should be construed as personalized investment advice; advice is provided only pursuant to a written agreement with Delos PCG.  All investing involves risk, including the possible loss of principal. Past performance is not indicative, and is no guarantee, of future results. Any strategies, market views, or opinions discussed are those of the author(s) as of the date indicated, are subject to change without notice, and should not be considered a recommendation to buy or sell any security.

 

Links to third-party websites and social media are provided for convenience only. Delos PCG does not endorse and is not responsible for the content, products, or services of any linked third-party site, and inclusion of a link does not imply affiliation. Communications through social media or other public channels are not secure and should not be used to transmit confidential or account information.

 

Not FDIC Insured | Not a Deposit | No Bank Guarantee | May Lose Value

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