Tom Poltersdorf Jr., CFP®, CEPA® Beyond Your Exit Wealth Management

About Tom Poltersdorf Jr., CFP®, CEPA®

Tom Poltersdorf Jr. is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP) and a Certified Exit Planning Advisor (CEPA) specializing in working with business owners in the Central Pennsylvania area & virtually throughout the US. My experience and certifications not only provide me with the expertise to advise on the personal side of financial planning but also on an owner’s greatest asset, their business.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Owners
  • Business Planning
  • Entrepreneurs

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $400+/mo
  • Quarterly Fee: $1,200+/qtr
  • Assets Under Management: 1.25%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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