Robert DeLucas

CFP®, ChFC®, RICP®, MBA

Afton Advisors

Owner, Advisor

Robert DeLucas

CFP®, ChFC®, RICP®, MBA

Afton Advisors

Owner, Advisor

The model of the future. On-going, comprehensive planning and investment management for one flat fee....regardless of the size of your accounts. - Robert DeLucas, CFP®, ChFC®, RICP®, MBA

We work with business professionals, executives, and medical professionals virtually, throughout the country, and in our local Nashville, Brentwood, and Middle Tennessee markets

Robert DeLucas is a Brentwood, TN fee-only financial planner. Afton Advisors provides comprehensive financial planning, services tailored to young professionals, and project-based advising to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert DeLucas is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Rob DeLucas is the Owner of Afton Advisors located in Brentwood, TN.


An analytical thinker, I bring an innate passion for sound decision-making to my clients, especially in regards to their financial planning needs. I chose a career in financial planning because I enjoy providing  individuals and families with the tools, knowledge and insight they need to look ahead to their future with confidence.

Born and raised in Birmingham, Alabama, I moved to Nashville in 1999 and attended Vanderbilt University, where I obtained a bachelor’s degree in engineering. A few years after that, I decided to go back to school and earn a master’s degree at Belmont University, later transitioning to a career in financial planning.

Before establishing Afton Advisors, I served as a financial representative at Peachtree Planning for 12 years. As a Retirement Income Certified Professional® (RICP®), I’ve received extensive training on how to effectively manage the transition from asset accumulation to asset decumulation during one's retirement years.

My wife, Erin, and I got married in 2010 and have two children, Ryan and Madelyn. The only three places you'll find me are chasing them around a park or our house, working with clients, or on a tennis court.

Robert DeLucas is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

 

At Afton Advisors, we believe your advisor’s interests should be aligned with yours.

That’s why we price our financial planning and investment management services together at one simple, flat fee — because managing your wealth should be all about you. As a fiduciary, fee-only firm, we’ve eliminated all outside incentives to provide you with advice that truly serves your best interests. With our services, we strive to provide people just like you with peace of mind as you grow, evolve and mature in your personal and professional life.

Our Investment Approach

For decades, research on active management has shown that it provides no value to portfolio performance. The best way to obtain long-term performance is to diversify portfolios, minimize costs and maintain optimal market exposure in each asset class. We build passive, tax-sensitive portfolios with low turnover. With this approach, portfolio construction becomes a product of research-based analytics on market efficiency, leading to capturing market returns over long periods of time.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Tax Planning
  • Investment Management
  • College Education Planning

Ideal Clients

  • Medical Professionals
  • Business Executives
  • Growing Families
  • Retirees and Near Retirees
  • Gen X and Baby Boomers

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Robert DeLucas is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Robert DeLucas is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Robert DeLucas is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • ChFC - Chartered Financial Consultant
    Robert DeLucas is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • RICP Retirement Income Certified Professional®
    Robert DeLucas is a Retirement Income Certified Professional® (RICP®)

    A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.

  • Dimensional Funds
    Afton Advisors is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact Robert DeLucas

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Office Locations:

  • 9005 Overlook Blvd.
    Brentwood, TN 37027

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