Advisor Details

Advisor Details

Financial Advisor in Philadelphia, PA

Personal Bio

Thomas has a passion for helping others. Friends and family started coming to him as someone they trusted to help with their finances and investments. Seeing a void of trusted financial advice, Thomas founded Rise Financial Partners to help people rise wisely by aligning their investments and values. Previous to founding Rise Financial Partners, he spent seven years at a global investment firm where he educated financial advisors and institutional investors how to build better investment portfolios.

Thomas frequently provides insights to other financial advisors and has been quoted by industry publications such as InvestmentNews, LendingTree, MarketWatch, Morningstar, and Time. He remains active with his alma mater, University of Central Florida, as board member of the UCF Philadelphia Alumni Club and was invited to speak at University of Central Florida’s Business School. Thomas is a member of several financial professional networks dedicated to sharing best practices and providing the highest level of service to their clients, including: the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.

In his free time, Thomas enjoys eating pasta at his favorite “hidden gem” of Philly, traveling, and volunteering in his community. He is not afraid to roll up his sleeves to help a neighbor, friend, or a random person on the sidewalk.

Thomas is very active within his church community. He was responsible for the development and leadership of his church’s security team, and has been leading Bible studies since 2005. He served on four 10-day missions trips to the Dominican Republic, Honduras, and Peru (2x) in order to help communities with education, health, and construction initiatives.

Thomas graduated with a Bachelor of Science in Finance from the University of Central Florida. He has passed FINRA's Series 7, 63, and 66 exams and is a candidate for Level II of the Chartered Alternative Investment Analyst designation.

Firm Name

Rise Financial Partners LLC

Firm Bio

Rise Financial Partners is an independent, fee-only registered investment adviser located in Philadelphia, PA. The firm offers financial planning and investment management services to business owners and philanthropic-focused individuals. Rise Financial Partners operates as a fiduciary serving clients throughout the United States.

 

Everyone is on a financial journey. Your financial plan and investments will navigate you to your destination. We are here to guide you along the way.

We help clients address difficult questions such as:

  • Are my investments aligned with my values?
  • Am I being responsible with my finances?
  • How do I transition from working to retirement?
  • Can I continue to be generous after retiring?

 

Learn more at www.RiseWisely.com.

Firm SEC/CRD #

305637

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Advisor SEC/CRD #

6059536

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    Disclaimer

    Rise Financial Partners LLC (“RFP”) is a registered investment advisor offering advisory services in the State of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

    All written content on this site is for information purposes only. Opinions expressed herein are solely those of RFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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