TOMOLONIS FINANCIAL LLC

A Virtual Family Office Providing Investment Management, Financial Planning, & Access To Vetted Professionals

Chris Tomolonis founded Tomolonis Financial LLC to help business owners manage and protect their investments, be tax efficient, and plan for the future.

CHRIS TOMOLONIS

Founder & Financial Advisor

An independent Financial Advisor, networker, blogger, ex-Wall St broker, and founder of Tomolonis Financial LLC.


Investment Management

We offer high-quality research and data, direct access to Fidelity Investment Custodial Services, and personalized portfolio management to align your investments with your goals and mitigate your risk.

Financial Planning

One-on-one coaching to get your financial house in order, align your savings and spending with your goals, and protect your family.