A complete list of active advisors currently associated with Tomkiewicz Wealth Management

Warmer can help you find a great advisor at Tomkiewicz Wealth Management or one who fits your needs even better.

Tomkiewicz Wealth Management, LLC is a fee-only, independent registered investment adviser that provides discretionary wealth management and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. Financial planning is provided as part of the firm’s wealth management engagement rather than as a standalone offering. The firm combines fundamental and technical analysis with principles of modern portfolio theory, using a mix of passive and active strategies and investments such as stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents. Accounts are managed on a discretionary basis with quarterly reviews and event-driven special reviews, and the firm generally recommends custody through an institutional Schwab platform while employing order aggregation and block trading where appropriate. Founded in April 2025, the firm manages roughly $1.06 million in discretionary assets and is organized with its principal serving as owner and chief compliance officer. It operates on a fee-only basis, discloses it does not accept third‑party or performance‑based compensation, does not vote client proxies (clients retain proxy voting responsibility), and reports no disciplinary history; the principal holds CFP® certification.

To learn more about the advisors currently working at Tomkiewicz Wealth Management, 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.