Thanks for stopping by. My name is Tom, and I’m a fee-only financial planner and CFP® professional. I started Portolan Financial to build long-term relationships and provide comprehensive financial management services. I work with a wide range of clients, but have a particular focus on medical professionals, servicemembers, and the needs of young people starting their careers.
I recently relocated to Durham, North Carolina after a few years in New Orleans, but have specifically designed my practice so that I can work with you no matter where you are now, or where life may take you in the future.