Afton Advisors, LLC
Afton Advisors, LLC is a 100% fee-only, fiduciary planning firm focused on providing comprehensive financial planning as well as investment management for one simple flat fee. The firm is based in a suburb of Nashville, TN, but offers virtual services to help clients anywhere.
Our ideal clients are overwhelmed families who are busy juggling the demands of success at home and in the office and are looking to partner with a trusted resource to regain control over their financial lives. In addition to financial planning, tax planning, and investment management, we have a specialized knowledge in late-stage college funding so that we can help be a resource to the familes we serve in the area of college selection, financial aid, scholarship search, and tax-smart college funding strategies.
- Afton Advisors, LLC was founded by Rob DeLucas, CFP®
- Over 13 years as a trusted financial advisor
- 100% fee-only advice
- Fiduciary standard of practice
By partnering with our firm as a trusted advocate in financial planning, we can help you and your family regain a sense of control over the financial decisions that will ultimately help shape your life. Please reach out and schedule some time and let's see if we'd make a great partnership!
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.