Business Details
12 Years
experience
Your Trusted Partner for Financial Planning and Investment Management
Chris Tomolonis was founded in 2014 by Chris Tomolonis, a seasoned financial advisor with over two decades of experience in the finance industry. Our firm specializes in providing personalized investment management, strategic tax planning, and comprehensive financial planning services tailored to professionals, business owners, and their families. Chris Tomolonis began his career on Wall Street in 2002, where he quickly became a top producer known for his expertise in U.S. equity markets and macroeconomics. We maintain partnerships with Fidelity Investments and Woodstock Wealth Management Inc., ensuring our clients have access to robust resources and platforms. Our approach emphasizes transparency, collaboration, and goal-oriented strategies designed to build long-term wealth and relationships.We hold the Series 63 and 65 securities licenses and are a member of the National Association of Insurance and Financial Advisors and the National Society of Tax Professionals. Our services include bi-monthly Zoom meetings or phone calls, digital financial organization through client portals, and ongoing portfolio analysis and rebalancing. We work closely with clients' CPAs and estate planning attorneys to ensure tax efficiency and asset protection. Our fee structure for investment management ranges from 0.25% to 1% based on assets under management, while our financial planning subscription service offers a flat rate of $3,000 annually. We are committed to delivering a personalized experience that addresses the unique financial needs of each client.
Services
Investment Management
Financial Planning
Tax Planning
Estate Planning
Portfolio Rebalancing
Details
- Year established: 2014
Highlights and features
- We offer goal-oriented, independent, and transparent financial services.
- Our team has over 20 years of experience in finance and investment management.
- We collaborate with your CPA and Estate Planning Attorney for tax efficiency.
- We provide bi-monthly Zoom meetings or calls at your convenience.
- We are committed to personalized client communication and comprehensive planning.
Services
Investment Management
We manage individual stocks, bonds, ETFs, and mutual funds with ongoing analysis and rebalancing to maintain optimal asset allocation. Our strategies focus on tax efficiency and long-term growth while collaborating with clients' CPAs and attorneys. All assets are held at Fidelity Investments.
Financial Planning
Our subscription service organizes finances, prioritizes goals, and provides actionable strategies through bi-monthly Zoom meetings or calls. We use digital portals for easy access and deliver personalized insights to improve financial health with a collaborative, goal-oriented approach.
Tax Planning
We develop strategic tax plans by collaborating with clients' CPAs to minimize liabilities and ensure compliance. Our approach integrates with investment and estate planning to create comprehensive, tax-efficient solutions tailored to individual financial situations.
Estate Planning
We assist in creating estate plans that protect assets and ensure smooth wealth transfer. By working with clients' attorneys, we design strategies aligned with long-term financial goals, incorporating trusts, wills, and other tools for comprehensive estate management.
Portfolio Rebalancing
We regularly rebalance portfolios to maintain target asset allocations, adjusting investments based on market conditions and client objectives. This service ensures risk levels remain appropriate while optimizing returns through diversified holdings like stocks, bonds, and REITs.
People
Chris Tomolonis
Founder & Financial Advisor
Chris Tomolonis founded Chris Tomolonis LLC in 2014 after a successful Wall Street career since 2002. He specializes in investment management, financial planning, and tax-efficient strategies, holding Series 63 and 65 licenses.
Questions
What services does Tomolonis Financial offer?
We provide investment management, financial planning, tax planning, and estate planning services tailored to professionals and business owners.
How are investment management fees structured?
Fees range from 0.25% to 1% of assets under management, depending on portfolio size and complexity.
Do you offer virtual consultations?
Yes, we provide bi-monthly Zoom meetings or phone calls for your convenience.
What credentials does Chris Tomolonis hold?
Chris holds Series 63 and 65 securities licenses and is a Life & Health Insurance Producer.
How do you collaborate with other professionals?
We work closely with your CPA and estate planning attorney to ensure comprehensive, tax-efficient solutions.
Reviews (1)
Melanie R.
May 02, 2020
Report
Chris was a great help in rolling over my 401K from a previous employer. He is extremely helpful and hands-on, always available to give advice and explain the ever-changing financial landscape. Trustworthy and reliable!
