Welcome to PharmD Financial Planning
We work with pharmacists that want better solutions to address their unique financial needs.
We can help you manage the rewards of your hard work
Most pharmacists are hard-pressed for time, but they want to give their financial future the due diligence it requires.
Whether you’re a 20-something just starting out, you’re in the prime of your career, or you’re preparing to retire, a strategy can help you make the most of what you work hard to earn. By applying a client-centric approach, we can work closely with you to craft a personalized financial plan through our 2 service offerings:
Financial Planning & Investment Management
Ongoing comprehensive financial planning, year-round planning, advice and availability.
STAT Plan
Project-based guidance to address specific issues. One-time comprehensive planning.
Helping Pharmacists Find the Peace of Mind They Deserve
“Pharmacists face a distinct set of challenges and have worked hard to get where they are today. Seeing that my wife is a pharmacist, together we’ve personally navigated many of the financial complexities that you, too, may be facing.
I’m committed to applying my experience and qualifications as a CERTIFIED FINANCIAL PLANNER™ professional to help you make the right financial decisions.”
-Derek Delaney, CFP®, ChFC®, EA, CSLP
Founder & Lead Planner
Catering to Your Life by Remaining Fee-Only
As a pharmacist, you are committed to ensuring your patients use their medications safely and correctly, while a pharmaceutical sales rep may be more interested in selling the medications their company manufactures. Fee-only and commission-driven financial advice are not so different. As a fee-only planner, I’m committed to my clients' success and not just a commission-driven outcome. Learn more about why we’re fee-only and what else sets us apart as a firm.