A complete list of active advisors currently associated with DeLuca Financial Planning

Warmer can help you find a great advisor at DeLuca Financial Planning or one who fits your needs even better.

DeLuca Financial Planning is a fee-only, planning-led advisory firm that provides financial planning and investment advisory services to individuals, families, and small business owners. The firm offers project-based engagements, ongoing financial planning relationships, and investment advisory services intended to support clients’ broader financial plans. The firm describes a long-term, diversification-focused investment approach that emphasizes portfolio-level allocation and the use of low-cost ETFs and mutual funds, with recommendations tailored to each client’s goals, risk tolerance, and tax considerations. Investment recommendations are implemented on a non-discretionary basis, so trades are executed only after client approval, and client assets are held with independent qualified custodians. Notably, the firm was organized in December 2025 and became registered in 2026 and currently reports no client assets under management, reflecting an early-stage practice. The principal devotes a small portion of time (~5%) to an outside web and content business, the firm does not accept third-party product compensation, and it emphasizes a planning-first model that can be delivered as standalone projects or ongoing advisory relationships.

To learn more about the advisors currently working at DeLuca Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.