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Hi, I'm Derek!
I'm not your typical financial advisor. It's not my goal to only manage your money or sell you financial products. My focus is to serve as your trusted personal CFO. Guiding you toward your dream future. To do this, I developed the PharmD Planning Process. A proactive and focused approach to personalized wealth management.
The result? Greater financial confidence and peace of mind.
I am located south of Minneapolis MN and work with clients locally and across the country.
Whatever your vision of financial success is, I've got the expertise, creativity, and solutions to get you there. I look forward to our work together!
-Derek Delaney, CFP®, ChFC®, EA
Founder & President
Who I Have Helped
These testimonials/endorsements were provided by PharmD Financial Planning clients and prospective clients. They may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials/endorsements. You can view a complete list of reviews at Derek Delaney's Wealthtender profile.
Why PharmD Financial Planning?
Flat-Fee
I exchange my services for a flat fee. I don't charge an asset percentage fee, earn commissions, or are compensated by product sale or referral.
Retirement & Tax Focused
I specialize in providing tax-efficient retirement advice and guidance to help you make impactful retirement decisions.
The PharmD Planning Process
The PharmD Planning Process is my proprietary process that clients experience each year in pursuit of their retirement dreams.
Limitless
I serve clients regardless of income or asset size. I am located south of Minneapolis MN and can meet in-person or virtually.
Expertise
I have advanced qualifications and credentials. It allows me to do retirement work for clients that many other advisors cannot.
Long-Term Relationship
I'm not retiring anytime soon. You get me and my expertise by your side for the next 30+ years.
Ready To Learn More?
Schedule your complimentary consultation today. Or visit our FAQs page to learn more!