DeLuca Financial Strategies &Partners

Purposeful Planning Providing Clarity + Confidence.

Financial planner in Hilliard, OH (show on map)

Purposeful planning with clarity and confidence, serving families across milestones and generations.

About

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 approach Integration of multiple services Personalized attention

Investment Management

Thoughtful portfolio design and ongoing oversight that reflect your goals and comfort with risk.

Long-term discipline Diversification Regular reviews

Financial Planning

Comprehensive planning covering retirement income, estate and tax planning, and protection planning.

Retirement income planning Estate and tax strategies Protection planning

Retirement & Income Planning

Tax-efficient strategies to convert savings into a steady income stream for retirement.

Tax-efficient strategies Long-term growth focus Income stream creation

Risk & Insurance Planning

Strategies to protect your family and future with health, disability, long-term care, and other key risks.

Health insurance Disability insurance Long-term care insurance Risk assessment

Estate & Legacy Planning

Strategies to protect and transfer wealth, including charitable giving and family transitions.

Estate structuring Charitable giving Family transitions Legacy planning

Credentials & Certifications

CFP® (Certified Financial Planner)

Since 2017

AAMS® (Accredited Asset Management Specialist)

Since 2017

Frequently Asked Questions

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.