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DeLuca Financial Strategies

EST. AUM
$500,000,000

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1

CLIENT ACCOUNTS

Firm Details

Metro area Columbus
CRD Number
Website delucafinancialstrategies.com
Client types

Overview

DeLuca Financial Strategies is a Columbus/Hilliard, Ohio–based boutique wealth manager serving families, multigenerational households, and UPS employees. Founded in 2017, the practice delivers discovery-driven, holistic planning paired with disciplined investment management. Clients can choose comprehensive planning with investment management or fee-only planning. Core capabilities include retirement income design, risk/insurance planning, and estate/legacy strategies, delivered through an ongoing review process that emphasizes clarity, confidence, diversification and cost awareness. Advisory and brokerage services are provided through &Partners, LLC (member FINRA/SIPC), with primary custody via Fidelity’s National Financial Services (NFS).

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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