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 am located in Durham, North Carolina. While I love meeting clients in person, I 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.
Please take a look at what I offer on the services page, and then let’s connect – the first discussion is about getting to know each other and is always free.