Robert DeLucas (CFP®, ChFC®, MBA, RICP®)

Robert DeLucas focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

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 more than a decade. 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.

Additional Information

An analytical thinker and financial advisor since 2007, I have seen several changes in the industry of financial planning. My mission is to take all of my experiences and build a truly life-changing planning process. A financial plan is a great thing to have, but as soon as another day begins, that plan will change. A great financial advisor doesn’t just build a plan….a great advisor builds a PROCESS that helps clients navigate life’s changes. People need a trusted advocate to help make critical decisions at the exact time they are needed to be made. I started Afton Advisors with the goal of pro-active, ongoing service that touches all aspects of family finance with one flat fee for service. Investment management is included. Let’s team up on this and do financial planning together!

NAPFA Start Date

September 20, 2019

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This Office

1511 Wesley Ct Brentwood, TN 37027-8656 Phone: (615) 482-1599