Afton Advisors

I've had the privilege of knowing Rob for 15+ years, long before he made this his full-time profession. I believe the label "financial advisor" can often cause some people to shy away from trusting in one person to help guide them in an area of their lives that is both personal, confusing, and overwhelming at times. Rob's approach is simple but effective - listen to where you are currently, where you want to go long-term, customizing a strategy that fits your goals/your current lifestyle without any pressure to do more. If you've shopped around with the big name firms before, if you have questions about the complex world of investing, or if you've never really thought about a long-term plan, I'd highly recommend you contact Rob. You've got nothing to lose other than an honest conversation with someone who genuinely cares.
Oct 31st, 2021

Rob helps put together great plans for our short and long term goals. We value his comprehensive approach to financial planning.
Jan 17th, 2021

We could not have been happier with Rob DeLucas at Afton Advisors. He guided us through the process of gathering the information he needed to get a thorough picture of our finances. Then he clearly put a lot of time and thought into a plan for us so that we would have financial security and peace of mind. He really listened to our concerns and questions, and thoroughly explained our options and helped us fine tune the plan together. We are so glad that we called Afton, and I know I will sleep better at night - hiring Rob was the epitome of money well spent!
Dec 26th, 2020

Thank you Afton Advisors! Rob has helped our family have peace of mind about our financial future. He worked with us to tailor our plan that fit us. He understands our goals and is always ready to help. He has been extremely helpful in navigating big decisions. I don't recommend products or services often but Afton Advisors has my full endorsement.
May 19th, 2020

We love working with Rob. His approach is comprehensive but tailored to our needs and goals.
Jan 4th, 2020