Tomassi Financial Planning is dedicated to helping clients make sense of their financial world and achieve their long-term goals with confidence. We provide personalized financial plans that align your wealth with your values and design investment strategies focused on sustainable growth. Our clients come from diverse backgrounds and life stages, often seeking clarity, control, and peace of mind in managing their finances.

Founded by a United States Air Force veteran and board CERTIFIED FINANCIAL PLANNER™, Tomassi Financial Planning brings years of experience from top financial institutions, including UBS Wealth Management, USAA Investment Management Co., and Ronald Blue & Co. Beyond client services, our founder also serves as an adjunct professor at Liberty University School of Business, shaping the next generation of financial leaders.

We focus on fee-only, transparent guidance that helps you navigate financial uncertainty, avoid costly mistakes, and confidently pursue your goals—whether planning for retirement, managing investments, or building a lasting legacy.