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 and asset management to help individuals and busy 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
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Robert DeLucas is a NAPFA-Registered Financial AdvisorThe 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.
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Robert DeLucas is a Member of the XY Planning NetworkThe 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.
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Robert DeLucas is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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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.
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Afton Advisors is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Robert DeLucas
Office Locations:
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9005 Overlook Blvd.
Brentwood, TN 37027
