Deluca Financial Planning

DeLuca Financial Planning is a registered investment advisor located in Paoli, Pennsylvania, offering personalized financial planning and investment management services. Founded by Thomas J. DeLuca, the firm operates as a solo practice focused on individuals, families, and small business owners. DeLuca Financial Planning provides comprehensive financial planning encompassing retirement planning, tax-aware strategies, cash-flow and savings planning, investment planning, education funding, insurance reviews, and estate planning coordination. Clients can engage DeLuca Financial Planning for project-based financial planning, ongoing financial planning relationships, or comprehensive investment advisory services. Investment management is provided on a non-discretionary basis, meaning client approval is required before executing any trades, and client assets are held at an independent qualified custodian. DeLuca Financial Planning operates as a fee-only firm, meaning compensation comes solely from client fees without commissions, product sales, or third-party kickbacks.