A complete list of active advisors currently associated with Tomassi Financial Planning, LLC

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

The firm provides ongoing discretionary portfolio management and fee-based financial planning to individuals, high-net-worth individuals, banks, and charitable organizations. It documents each client’s situation in a written Investment Policy Statement and implements portfolios across a broad menu of securities, including mutual funds, equities, bonds, ETFs, insurance products, REITs, hedge funds, and private placements. The firm’s investment process centers on a client-specific Investment Policy Statement, with account reviews conducted at least monthly by the firm’s managing member. Its methods of analysis include fundamental, technical, charting, and cyclical approaches, and it may employ long- and short-term trading as well as options strategies (including covered and uncovered options). Noteworthy features for a firm of its size include access to alternative investments and active options writing alongside traditional portfolio management, and the managing member’s advanced financial planning credentials and adjunct teaching role. The brochure discloses that the firm requires clients to use its recommended custodian and receives research or other products from that custodian (soft-dollar benefits), which the firm flags as a potential conflict of interest.

To learn more about the advisors currently working at Tomassi Financial Planning, 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.