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Meet the Founder

Tom Poltersdorf Jr., CFP®, CEPA Photo

Tom Poltersdorf Jr., CFP®, CEPA

Founder & CEO

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.

Certified Financial Planner

Exit Planning Institute

XY Planning Network

The National Association of Personal Financial Advisors

What We Do

Let's Build Your Plan

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