CHRIS TOMOLONIS
Founder & Financial Advisor
Helping families, professionals, and business owners make confident financial decisions through coordinated advice.
Why I Started Tomolonis Financial
I founded Tomolonis Financial because I believe financial advice works best when every part of a client's financial life works together. Investments, taxes, insurance, estate planning, and retirement decisions shouldn't happen in isolation—they should support one another through a coordinated strategy.
My goal is to provide the kind of long-term relationship where clients always have someone they can call before making life's biggest financial decisions.
I founded Tomolonis Financial LLC with a simple belief: financial advice works best when every piece of your financial life works together.
Too often, investment management, tax planning, insurance, retirement, and estate planning are treated as separate conversations. My goal is to bring those pieces together into a single coordinated strategy that helps you make confident financial decisions at every stage of life.
As a boutique Virtual Family Office, I work closely with professionals, business owners, retirees, and families who value personal relationships, thoughtful advice, and long-term planning. Every recommendation is built around your goals—not a one-size-fits-all approach.
Whether you're growing your wealth, preparing for retirement, protecting your family, or navigating a major life transition, I'm committed to providing straightforward guidance, proactive communication, and a relationship you can rely on for years to come.
Professional Background
Founder & Financial Advisor, Tomolonis Financial LLC
FINRA Series 65 Registered Investment Adviser Representative
Licensed in Life, Disability, Long-Term Care & Annuity Insurance
Member, National Society of Tax Professionals
BBA, International Business – Loyola University Maryland
My Philosophy
Financial planning is about more than managing investments. It's about helping people make better decisions throughout every stage of life.
Whether you're planning for retirement, growing a business, protecting your family, or preparing your estate, my goal is to provide thoughtful advice, practical solutions, and the confidence to move forward.
Ready To Start The Conversation?
Whether you're just getting started or looking for a second opinion, I'd welcome the opportunity to learn about your goals.