Robert DeLucas (CFP®, ChFC®, MBA, RICP®)
Robert DeLucas focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
A fee-only, fiduciary advice firm located in Nashville, TN, our firm focuses on bringing confidence and clarity to financial decisions facing individuals and families as they navigate their journey through life.
Our firm offers low-cost, passive investment management, comprehensive financial planning, and has a specialized focus in tax-efficiency. While certain things are out of our control, understanding the long-term impact taxation has on a family's net worth is crucial to delivering top-notch service. We focus primarily on mid-career families and pre-retirees.
How much do we need to be saving? Are we on track for the goals we've set out to accomplish? How are we going to pay for college for our kids? Are there things we should be thinking about doing differently? Should our focus be paying down debt or maximizing contributions to our retirement plans? Family and work take all our time....how do we partner with someone to help bring control to the financial aspects of our lives?
These are questions we help families address regularly.
Our planning process is designed intentionally to help families proactively navigate life's changes. We revisit different areas of your plan three times per year to make sure every aspect of your financial life stays in balance at all times. Our mission is to bring the highest level of service to the families we work with and to go the extra mile to add value.
Additional Information
Rob DeLucas, CFP®, ChFC®, RICP®, MBA is by nature an analytical thinker. He joins together data and practical solutions with behavior and the psychology of money to create financial plans that are clear, concise, actionable, and most importantly help clients' reach their goals and dreams.
Born and raised in Birmingham, Alabama, Rob moved to Nashville to attend Vanderbilt University where he earned a B.S. in Mechanical Engineering. After graduation, he worked in the sports administration industry for a short time before returning to school to earn his M.B.A. at Belmont University. After the completion of his Master’s degree, he entered the financial planning industry in 2007 with Peachtree Planning in Brentwood, Tennessee.
DeLucas spent the next 12 years growing his practice and deepening his understanding of financial planning. This included furthering his formal education in the industry. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Retirement Income Certified Professional® (RICP®) and a Chartered Financial Consultant® (ChFC®).
In 2019, the decision to create Afton Advisors arose from Rob's belief that a fee-only, flat-fee approach to financial planning was the superior way to provide clients with fiduciary financial advice. He is a member of The National Association of Personal Financial Advisors (NAPFA), The Fee Only Network, and the XY Planning Network.
Rob is married with two children. On any given day, it’s likely to find Rob in only three places: chasing his kids around a park or the house, working with clients, or on a tennis court.
NAPFA Start Date
September 20, 2019
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