Tom Poltersdorf Jr., CFP®, CEPA
Welcome! I’ve spent over a decade in this profession working first at Morgan Stanley, TD Ameritrade, and other investment firms in the greater Harrisburg area before deciding to launch my own firm. Ultimately, I wanted to serve and add massive value to small business owners in a much different way compared to the traditional financial services industry. My experience and certifications not only provide me with the expertise to advise on the personal side of financial planning but also on an owner’s greatest asset, their business.
When I'm not working with clients, I love going on adventures with my wife and kiddos. Having memorable and fun experiences with the family has always been a priority of mine. In my down time, I love music. Playing the drums has always been my favorite hobby since I was a kid. I also enjoy working out, reading, and listening to podcasts.
I am a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor. I am also a member of XY Planning Network and NAPFA.
