We are a wealth management firm that focuses on providing customized wealth management, financial planning and trust solutions to meet the goals of our clients.
We work together with you to create, protect and transfer your family’s financial wealth for generations. Our vision is to be the most important trusted advisor for our clients by providing solutions which bring them peace of mind, a sense of security and help them live their best lives. Whatever services you need, for every stage of life, we are here to help.
The greatest strength of our firm lies in our team approach, the ability to bring all of our resources together to best address each client’s individual situation. Your highly qualified team consists of wealth advisors, financial planners, portfolio managers, trust officers, wealth associates and analysts with distinct responsibilities and strengths. They average more than 20 years of industry experience.
Members of our team hold professional credentials including Chartered Financial Analyst® (CFA®), Certified Financial Planner® (CFP®), Accredited Investment Fiduciary® (AIF®), Accredited Estate Planner (AEP®), Certified Trust and Financial Advisor (CTFA®), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Councilor (CRPC®), Certified Investment Management Analyst® (CIMA®) and Accredited Asset Management SpecialistSM (AAMSSM).
There are literally hundreds of wealth management firms to choose from. At Tompkins Financial Advisors, we deliver a different client experience.