Tom Koleski is CERTIFIED FINANCIAL PLANNER™ professional that has over 17 years’ experience in financial services.
Our clients come to us for highly personalized, in-depth financial planning. We will spend time with you to find out what you want your assets to accomplish and then develop a full plan around those goals. We consider many aspects of your financial life, not just one piece of the puzzle. Some examples of areas we will examine are portfolio asset allocation, investing for tax efficiency, social security strategies, and analyzing cash flow for retirement. Whether it’s related to an asset class, fees, or an investment vehicle, my true passion is educating the client and helping them reach their goals. My clients range from first time investors to experienced high net-worth individuals. As fee-only fiduciaries, we are bound by the law to act solely in the best interests of our clients. We believe that transparency is a key pillar to building long lasting relationships with clients. Our goal is to become an essential partner to our clients by helping them pursue their vision of financial success through detailed, independent advice.
Before joining Cedar Capital Advisors, Tom was a Sales Director for the Institutional Group at Morningstar, helping institutional consultants with manager due diligence and asset allocation. Tom also served as Vice President with Claymore Securities. Tom earned a BA from the University of Dayton and lives in Glen Ellyn with his wife, Elizabeth, daughter Keira, their two sons Tommy & Casey and their two Boston Terriers Maisy & Mikey. Tom enjoys spending time with his family coaching kids’ sports, cooking & wine, golf, running, music, and playing guitar.