Why Choose Adelphi

Honored by the Community We Serve

We're proud to share that Adelphi was voted Best Tax Preparation Firm in Hunterdon County for 2026 by readers of the Hunterdon Happening List. To us, that recognition means a lot because it comes directly from the community we serve.

Happening List Winner Hunterdon County's Best 2026
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Why Work With Adelphi

At Adelphi Financial, we take a fully integrated approach to wealth management because your financial life doesn't exist in silos. Taxes affect investment decisions. Investment decisions affect Social Security, Medicare, and estate outcomes. Estate decisions affect your heirs' taxes. We bring all of this together under one roof.

Unlike firms that only manage investments or only prepare tax returns, Adelphi coordinates tax planning, retirement income strategy, Social Security and Medicare guidance, insurance solutions, and estate planning coordination into one cohesive plan. Every recommendation is evaluated not just for performance, but for after-tax impact, cash-flow stability, and long-term legacy outcomes.

Our CEO, Chris Kamnitsis, is a member of Ed Slott's Elite IRA Advisor Group — a distinction held by a small percentage of financial professionals nationwide, reflecting a commitment to advanced retirement tax planning and the ongoing education required to keep clients ahead of an ever-changing tax landscape.

Our team also includes a credentialed member of the Independent Trustee Alliance, allowing us to serve clients who require a professional, independent fiduciary for trust administration, settlement oversight, estate coordination, and financial power of attorney. This is a capability few integrated advisory firms can offer.

Beyond planning, our experience extends into some of the most demanding financial circumstances a client can face — fraud investigation and litigation support, multi-jurisdictional estate administration, divorce financial planning, and fiduciary representation for clients navigating severe personal or financial disruption.

Our clients value working with a team that understands multi-year tax strategy, required minimum distributions, Roth conversions, charitable planning, and retirement income sequencing; and one that also handles the real-world execution, paperwork, and ongoing monitoring that planning alone cannot replace.

The advantage of Adelphi is simple: nothing is done in isolation. Everything is coordinated. That means fewer surprises, lower lifetime taxes, clearer decisions, and a more confident path through every stage of life — from accumulation to retirement to wealth transfer.

Testimonials

I can’t even begin to explain the amount of help I have received! Above and beyond. Dan is the man! His intelligence, experience and knowledge has helped me secure my family’s future; both, financially and emotionally!

Erin M

This was my first time using Adelphi for my tax preparation and planning. I worked with Dan and he was a wealth of knowledge and made some suggestions I could act on immediately as well as other suggestions we could plan out and work on implementing together. Prior to working with Adelphi, I worked with a CPA and the relationship was very transactional. Totally different experience with Adelphi. I highly recommend reaching out and setting some time up with Dan!!

John G

I have been a very satisfied client of Adelphi Financial for many years, first benefiting from the expert tax advice and preparation of Patricia Hade and now from that of Dan McMillan. Through life changes and moves, the personal attention that I have received from Adelphi has been consistently effective and reassuring. If you are seeking a dedicated, knowledgeable, professional tax team, you can do no better than Adelphi. They take the time to know you and your financial goals, and they guide you with commitment and integrity.

Joanne M

We have been clients of Adelphi Financial for many years. We wouldn't consider going to anyone else for not only tax preparation, but Social Security and Medicare Plan consultation. Everyone at Adelphi is friendly, eager to help, answer questions, and responsive. Dan McMillan is a kind, patient, honorable professional. He was a tremendous help as we prepared for retirement and we look forward to his continued input for our financial success. We highly recommend their services!

Eileen T

We have been working with Dan at Adelphi for many years. He has always been very kind & knowledgeable in recommending different options for all our financial needs. We feel confident in asking any questions or concerns about financial & tax implications.
Dan will go above & beyond to be sure all our needs are met.

Ron L

My wife and I have been members for 15 years. We choose them after interviewing 6 other firms. They have helped us tremendously and consider them family. They keep in contact with us which is important. Their the best!

Thomas M

If you are looking for a group that has end-to-end expertise, this is it. Dan and his team will jump on a call, answer questions, share their knowledge and provide guidance. We couldn't be happier with the services they provide from EOY tax processing to just being there whenever you need them. We cannot thank them enough for providing their services.

Marie M

I highly recommend Adelphi Financial for all of your personal income tax preparation and filing needs. The team is a true pleasure to work with, making what could be a stressful process extremely smooth and stress free. By providing a detailed checklist of required information, allowing all related documents to be dropped off, and not requiring a sit-down meeting, the process through Adelphi Financial is also extremely time efficient, which is something that is very important to us. Within just a few days of providing our information, our tax return was successfully filed electronically and our federal refund was deposited into our bank account. All-around five star service!

Karen J

Extremely professional, experienced, and knowledgeable individuals who genuinely care about the customers they work with. They are a great asset in my financial life, and I appreciate their honesty and their candor when discussing my financial outlook. Could not recommend more highly.

Matthew R

We have been doing business with Adelphi for many years. They continue to do an outstanding job on all of our requests. Most importantly they treat you like family!!

John K

I can’t even begin to explain the amount of help I have received! Above and beyond. Dan is the man! His intelligence, experience and knowledge has helped me secure my family’s future; both, financially and emotionally!

Erin M

This was my first time using Adelphi for my tax preparation and planning. I worked with Dan and he was a wealth of knowledge and made some suggestions I could act on immediately as well as other suggestions we could plan out and work on implementing together. Prior to working with Adelphi, I worked with a CPA and the relationship was very transactional. Totally different experience with Adelphi. I highly recommend reaching out and setting some time up with Dan!!

John G

I have been a very satisfied client of Adelphi Financial for many years, first benefiting from the expert tax advice and preparation of Patricia Hade and now from that of Dan McMillan. Through life changes and moves, the personal attention that I have received from Adelphi has been consistently effective and reassuring. If you are seeking a dedicated, knowledgeable, professional tax team, you can do no better than Adelphi. They take the time to know you and your financial goals, and they guide you with commitment and integrity.

Joanne M

We have been clients of Adelphi Financial for many years. We wouldn't consider going to anyone else for not only tax preparation, but Social Security and Medicare Plan consultation. Everyone at Adelphi is friendly, eager to help, answer questions, and responsive. Dan McMillan is a kind, patient, honorable professional. He was a tremendous help as we prepared for retirement and we look forward to his continued input for our financial success. We highly recommend their services!

Eileen T

We have been working with Dan at Adelphi for many years. He has always been very kind & knowledgeable in recommending different options for all our financial needs. We feel confident in asking any questions or concerns about financial & tax implications.
Dan will go above & beyond to be sure all our needs are met.

Ron L

My wife and I have been members for 15 years. We choose them after interviewing 6 other firms. They have helped us tremendously and consider them family. They keep in contact with us which is important. Their the best!

Thomas M

If you are looking for a group that has end-to-end expertise, this is it. Dan and his team will jump on a call, answer questions, share their knowledge and provide guidance. We couldn't be happier with the services they provide from EOY tax processing to just being there whenever you need them. We cannot thank them enough for providing their services.

Marie M

I highly recommend Adelphi Financial for all of your personal income tax preparation and filing needs. The team is a true pleasure to work with, making what could be a stressful process extremely smooth and stress free. By providing a detailed checklist of required information, allowing all related documents to be dropped off, and not requiring a sit-down meeting, the process through Adelphi Financial is also extremely time efficient, which is something that is very important to us. Within just a few days of providing our information, our tax return was successfully filed electronically and our federal refund was deposited into our bank account. All-around five star service!

Karen J

Extremely professional, experienced, and knowledgeable individuals who genuinely care about the customers they work with. They are a great asset in my financial life, and I appreciate their honesty and their candor when discussing my financial outlook. Could not recommend more highly.

Matthew R

We have been doing business with Adelphi for many years. They continue to do an outstanding job on all of our requests. Most importantly they treat you like family!!

John K