I'm passionate about helping people. I believe good financial management helps people live richer, happier lives; have closer, stronger families; and become better contributing members to society. I'm proud to serve clients as a fiduciary and as their trusted steward as they make critical financial decisions in an uncertain world.
I believe everyone should have a personal Chief Financial Officer (CFO) for their financial life. I am the founder and managing director of Tolsma Investments, LLC, an SEC registered investment advisor (RIA) domiciled in Washington State. This registration allows me to serve clients as an investment advisor and financial planner under the fiduciary standard.
I believe everyone should have a personal Chief Financial Officer (CFO) for their financial life. I am the founder and managing director of Tolsma Investments, LLC, an SEC registered investment advisor (RIA) domiciled in Washington State. This registration allows me to serve clients as an investment advisor and financial planner under the fiduciary standard.
Services
Living a full life is what it's all about! By focusing on the most important aspects of your financial life, I will help you create the life you desire. I will show you a 360 degree view of your entire situation. Then we will map out a plan to accomplish your dreams. I will always start with low cost index funds and commission-free options where possible.
All great athletes have a coach. Almost all successful people will tell you they had coaches, mentors, teachers, and people that helped them achieve more than they could have on their own. This perspective helps shape the value of a good advisor. My business model is a fee-for-service / subscription model under the fiduciary standard.
A fiduciary has the highest ethical and legal obligation to put your interests first and ahead of their compensation and any other considerations. Not only do I believe this makes good business sense, it is also the law. I am a fiduciary which means I am registered as an RIA (not a broker). I'm also a CERTIFIED FINANCIAL PLANNER practitioner and this also requires that I'm a Fiduciary at all times by the CFP Board.
Here is a sample of people, firms, books, and publications that have influenced my thinking and guides the advice I offer in regards to investments, markets, and wealth planning. This is to offer you a resource as to where I received much of my education and expertise that I use with clients. These said persons and firms do not endorse Tolsma Investments, LLC or its affiliates in any manner.
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