Deluca Financial Planning

Overview

Deluca Financial Planning is a Pennsylvania-based, individually owned LLC that provides financial planning and discretionary portfolio management aimed at individuals and small-business owners. The firm offers flexible billing, including asset-based fees, hourly consulting, and fixed-fee engagements, and it does not position itself as a capital allocator or pension consultant. Its practice does not identify as an ESG investor and is not set up as a multi-state adviser. Service focus centers on personalized planning work and managing client portfolios rather than running pooled investment vehicles or allocating to managed funds. The firm is organized as a limited liability company with an owner-operated structure and is not newly formed.

Assets & Accounts

Location & Offices