Chris Tomolonis

At Tomolonis Financial LLC, our mission is to provide personalized financial planning and investment management services to business owners and high-net-worth individuals. As a virtual family office, we pride ourselves on building long-term relationships with our clients, understanding their unique needs, and tailoring our services to help them achieve their financial goals.

Our Founder and Financial Advisor

Our founder and financial advisor, Chris Tomolonis, is a seasoned professional with a deep understanding of financial markets, investment management, and effective client communication. With over two decades of experience on Wall Street and as a registered investment advisor, Chris has a proven track record of delivering results-oriented financial planning and investment management services to his clients.

Our Services

At Tomolonis Financial LLC, we offer a range of services designed to help our clients achieve their financial goals. Our services include:

Financial Planning

Our financial planning services are designed to help you gain clarity and control over your financial situation. Our comprehensive four-step process includes:

1. A digital evaluation of your current financial situation

2. Collaboration to define and prioritize your goals

3. Thorough analysis and observation of your financial circumstances

4. Recommendations and strategies to align your financial life with your goals

Our areas of concentration include tax planning, cash flow forecasting, insurance policy reviews, investment portfolios, and estate planning strategies.

Ongoing Support

In addition to our financial planning services, we also offer ongoing support, including:

• Continuous monitoring of your financial situation
• Access to a client portal
• Ongoing communication and support
• Access to a comprehensive network of vetted professionals, including attorneys, CPAs, insurance agents, and more

Fees and Expenses

Our flat rate for our financial planning services is $3,000 per year or $750 per quarter (one-year commitment). We believe in transparency and will provide you with a detailed proposal outlining our services and fees before you engage our services.

Why Choose Us

At Tomolonis Financial LLC, we take a personalized approach to financial planning and investment management. We believe that every client is unique, and we tailor our services to meet the specific needs of each individual. Our goal is to help you achieve your financial goals, protect your wealth, and create a sustainable financial future.