Hi, I'm Derek!

I'm not your typical financial advisor. It's not my goal to gather your assets or to sell you products. Instead, my focus is helping you plan for those big moments in life. I call it "planning the dream."

I specialize in working with mid-career professionals and pre-retirees, using real financial planning as our source of navigation.

The result? Freedom from worrying about the future, so you can enjoy more of today.

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, CSLP

Founder & President

Fee-Only

We exchange our services for a monthly or hourly fee. We do not earn commission. We are not compensated by product sale or referral.

Flat-Fee

We charge all clients a fixed flat-fee. We believe it's the fairest way. You shouldn't have to pay us more just because your wealth grows.

Modern Advice

I'm not your parents financial advisor. There is a new and better way to provide financial advice. 

Limitless

We serve all clients regardless of income or asset size. We can meet in-person or virtually. 

Expertise

Derek has advanced qualifications and credentials. It allows him to do work for clients that most other advisors cannot.

Simplified

Life is complex. We make it so your money isn't.

Financial Planning & Investment Management

Learn More Here