DeLuca Financial Strategies, founded in Columbus, Ohio in 2017, specializes in purposeful financial planning that centers on clients and their families. The practice emphasizes holistic approaches across wealth management, investment management, retirement and income planning, risk and insurance planning, and estate and legacy planning.
Services are tailored to diverse client needs, including busy professionals, pre-retirees, retirees, business owners, widows/widowers, high earners, multi-generational families, and young professionals. The firm partners with &Partners for advanced technology and premium service, ensuring personalized attention and long-term relationships that span generations.
Purposeful planning centered on clients
Long-term relationships spanning generations
Personalized attention with limited client base
Fiduciary-driven advice with CFP® professional
Services
Wealth Management
A holistic approach to address all financial needs, integrating various services for maximum benefit.
Holistic approachIntegration of multiple servicesPersonalized attention
Investment Management
Thoughtful portfolio design and ongoing oversight that reflect your goals and comfort with risk.
What is the difference between comprehensive planning with investment management and fee-only planning? +
Comprehensive planning with investment management includes full financial planning integrated with investment management services, while fee-only planning provides independent financial guidance without bundled investment management.
How does DeLuca Financial Strategies ensure fiduciary responsibility? +
The firm employs a CFP® professional and adheres to fiduciary standards, ensuring all recommendations are made with the client’s best interest at heart.
What types of insurance planning does the firm offer? +
The firm provides health, disability, long-term care, and other risk management insurance solutions tailored to individual client needs.
