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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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

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