Afton Advisors

Name: Afton Advisors
Address: 9005 Overlook Boulevard, Brentwood, TN, 37027, US
Telephone: (615) 482-1599
Price range: $$$
Rating: 5

Afton Advisors delivers personalized financial planning for security and peace of mind in Brentwood.

5(5 reviews)

financial-advising

$$$

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About

Located at 9005 Overlook Blvd in Brentwood, TN, Afton Advisors offers personalized financial planning and consulting led by Rob DeLucas. Clients praise his attentive listening, clear explanations, and tailored strategies that aim for financial security, peace of mind, retirement readiness, and practical tax savings insights.

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Location

9005 Overlook Blvd, Brentwood, TN 37027, USA

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Information

9005 Overlook Boulevard

Brentwood, TN, 37027

(615) 482-1599 aftonadvisors.com/

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Services

Comprehensive Financial Review

In-depth analysis of your current finances to create a tailored plan for security and growth.

Retirement Planning

Custom strategies to prepare for retirement, including tax savings and investment adjustments.

Investment Management

Guidance on navigating complex investments with personalized, goal-aligned recommendations.

Tax Optimization

Identification of tax-saving opportunities to enhance your financial efficiency and savings.

Long-Term Financial Strategy

Development of sustainable plans that fit your lifestyle and future aspirations.

5.00 · 5 reviews

Overall rating

Brian Jones

via Google

· 2 years ago

Highly recommend Rob. My wife a I did comprehensive review. We made adjustments as we anticipate retiring in the next 10 years. So many tax savings ideas that we were missing.

Jacob Matt

via Google

· 4 years ago

Want to overwhelming endorse Rob and his service! He immediately fostered an environment of trust. Rob was patient and understanding of our needs and constructed a personalized path that was companionate and easily understandable. Plus, he found the nuggets in our plan that makes everyone happy. Cannot say more great things about Rob personally or professionally. Thanks, Rob!!

Craig Turman

via Google

· 5 years ago

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.

Charles Judge

via Google

· 5 years ago

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!

Drew Duke

via Google

· 7 years ago

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.

Based in Nashville, Bellenfant, PLLC delivers professional accounting, tax, and advisory services. The firm earns praise for reliability, responsiveness, and nonprofit expertise — including audits and 990s — along with personal and business tax returns. The team, including John, Drew, and Jeremy, supports clients with a convenient document portal and clear, timely guidance.

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