John Delaney’s financial journey began in Texas, fresh out of college, where he was recruited by a small bank owned by the daughter of HL Hunt, once the wealthiest American. Though the pay wasn’t high, the experience was priceless.
It was there, while working his first banking job, that his boss introduced him to the rigorous CFP program. John’s career took off, leading him to Fidelity Investments, where he thrived, managing millions and meeting the top executives who would shape the industry. His move to Boston, driven by his wife’s Harvard fellowship, marked a new chapter—one where his deep faith and family-first philosophy would merge with his dedication to guiding clients through financial storms.
John's path, from Texas to Boston, isn’t just a career story—it’s the journey of a man shaped by both his faith and the people he serves.
At Fidelity, John quickly became a force to be reckoned with, pulling in over a million dollars a month in assets while navigating the high-stakes world of financial markets. It wasn’t just the numbers that set him apart—it was the way he connected with clients, building trust and guiding them through volatile markets with steady hands. But when the time came, John made a bold choice: he left the corporate world to go independent, seeking deeper, more meaningful connections with his clients.
Today, as an independent advisor, John applies the same drive and expertise that fueled his success at Fidelity, but now with a personal touch that only comes from decades of hard-earned experience. He’s been a certified financial planner since 1994, a designation that only 10% of advisor-it’s the fiduciary title he’s most proud of.
John often jokes about his Google calendar, created specifically for his kids’ schedules. He’s a dedicated husband and father, and his family drives everything he does. From soccer practices to piano lessons, he’s always there, supporting his kids every step of the way. His love for his family bleeds into his work—he knows firsthand how important it is to protect what matters most. John’s not just helping clients manage their wealth—he’s helping them build legacies that will last for generations.
John’s commitment to community service is more than words—it’s action. Each week, he suits up with a group of neighbors to pick up trash in the local streets, turning small acts into big impacts. It’s not glamorous, but it’s meaningful—just like his work with clients.
John believes in leaving things better than he found them, whether it's helping a client build financial security or cleaning up his neighborhood. It’s this hands-on, no-nonsense approach that defines him—not just as a financial advisor, but as someone who believes in making the world a better place, one small step at a time.
When he’s not working, you’ll find him on his bike or organizing local cleanups, proving that commitment to family and community isn’t just something he talks about—it’s how he lives.
John Delaney takes immense pride in a remarkable achievement—across 30 years of working with the public, he has never had a single consumer complaint. In an industry where trust is paramount and expectations are high, this is no small feat. Especially so given that we live in an increasingly contentious world.
John attributes this flawless track record to his unwavering commitment to his faith, which guides every decision he makes. It’s not just about doing business; for John, it's about doing right by people, ensuring that every client is treated with respect, integrity, and care.
John’s faith plays a pivotal role in his work. He believes in doing right by his clients, trusting that, as long as you remain faithful and diligent, everything will fall into place.
While many advisors disappear once a plan is in place, John stays close, keeping in touch with every client through his “Keep In Touch” calls. These aren't just check-ins—they’re lifelines. Whether there’s a crisis brewing in the market or simply a moment to reassess, John ensures his clients are never left wondering or worrying. His proactive communication means that clients always know where they stand and what’s coming next.
In a world where many financial advisors are unreachable, John makes it his mission to stay connected.
John Delaney’s mission is about helping people. Whether it’s helping those in his community, or guiding his clients, John cares about people.
After years of seeing how financial uncertainty can weigh people down, John made it his life’s work to guide his clients through those storms with clarity and confidence. He believes that true wealth is not just
about money—it's about stability, faith, and the ability to live life without fear of the unknown.
John wakes up every day driven by the idea that his clients deserve to sleep peacefully at night, knowing that their financial futures are in good hands.
“I’m not just building portfolios,” John says, “I’m helping people find security in a world full of uncertainties.”
Ready to Secure Your Financial Future?
If you're ready to take control of your financial journey with an advisor that’s reachable–someone who will be there every step of the way, it's time to schedule a consultation with John Delaney.
With decades of experience and a client-first approach, John is committed to helping you build, protect, and grow your wealth. Book your appointment now and take the first step toward a
more secure, worry-free future.
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