A complete list of active advisors currently associated with Tomlin Financial Advisors, Inc.

Warmer can help you find a great advisor at Tomlin Financial Advisors, Inc. or one who fits your needs even better.

Tomlin Financial Advisors, Inc. works with individuals, families, and trusts, providing financial planning and discretionary investment management under an asset‑based advisory arrangement; it also offers stand‑alone financial planning engagements and implementation support such as portfolio trading and rebalancing. Financial planning topics described in the brochure include retirement income and cash‑flow analysis, education funding, insurance review (limited to coverage adequacy, not quality), tax and estate considerations, and major‑purchase and expense planning. The firm builds strategic asset allocations tailored to each client's risk tolerance and investment time horizon and implements those allocations primarily with mutual funds and exchange‑traded funds, using both active and passive vehicles. Portfolios are monitored against client‑specific benchmark mixes and are rebalanced when allocations materially drift, with rebalancing described as typically occurring after a year or more. As a solo practice, the principal conducts all client reviews and oversight while managing roughly $79.5 million across about 73 clients, and the firm accepts trading discretion and will vote proxies for clients who cede that authority. The principal holds CFP and CTFA designations and has prior private‑bank and trust experience; the firm generally recommends Charles Schwab as custodian, does not aggregate client trades for purchase and sale, and refers clients to insurance brokers when appropriate.

To learn more about the advisors currently working at Tomlin Financial Advisors, Inc., 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.