A complete list of active advisors currently associated with Tolsma Investments, LLC

Warmer can help you find a great advisor at Tolsma Investments, LLC or one who fits your needs even better.

Tolsma Investments provides financial planning and portfolio management to individual and high‑net‑worth clients and small businesses, addressing areas such as cash flow and budgeting, retirement planning, estate planning, and business consultation. The firm also offers both paid and complimentary educational workshops on personal finance and investing as part of its service suite. Its investment approach emphasizes a long‑term, globally diversified asset allocation guided by Modern Portfolio Theory and a Core+Satellite structure, combined with fundamental, technical, and cyclical analysis and periodic tactical adjustments. The firm also employs a total‑return overlay that can include option strategies—specifically cash‑covered put writing and covered calls—and discloses the use of derivatives in separately managed accounts. Operationally the firm is unusual among its peers: it operates with a single investment adviser representative while managing roughly $552.7 million in regulatory assets, producing a high AUM‑per‑advisor profile. It manages the vast majority of those assets on a non‑discretionary basis (about $525,857,861 non‑discretionary vs. $26,868,904 discretionary as of 12/31/2025), and its discretionary portfolio management is limited to accounts maintained at a specific custodian, which affects how trades are executed and aggregated.

To learn more about the advisors currently working at Tolsma Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.