Thomas Knowlton (CFP®, CTFA, MBA)
Thomas Knowlton focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
- Investments - Cash flow - Charitable giving - Tax planningAdditional Information
Having weathered numerous financial storms, Tom looks to be a source of strength in volatile times to guide his clients in a calm and measured fashion. Having worked in banking, the grain business (forward contracts, futures and options) and insurance prior to working as an Advisor, Tom brings a deep knowledge of financial services to his practice. With significant experience in the bond market, he brings expertise and understanding to the debt markets and the working of the Federal Reserve and its impacts on both stocks and bonds. As a Fiduciary and independent advisor, he is deeply committed to your success and free of any conflicts that would stand in the way of his fiduciary duty to you.NAPFA Start Date
August 02, 2024
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