MWM Financial

05/25/2026

Today, we pay tribute to the courageous service members who gave their lives in defense of our country. This solemn day of remembrance allows us to reflect on the high cost of freedom and the remarkable bravery of those who sacrificed their lives to safeguard it.

Let us pause to honor these fallen heroes and their families. Their sacrifice guarantees that our cherished principles thrive for future generations. 🇺🇸❤️

02/07/2025

This Sunday, while many people are celebrating the Super Bowl, I will be celebrating a milestone in my career. February 9, 2025 officially marks 30 years for me as a financial advisor, and I could not be more thrilled with all of the friendships I have made over the years with clients and their families. These connections have really made a difference in both my personal and professional lives, and I am forever grateful.

I am proud of the family organization that my father Tom Sr. started, I am blessed to have continued with my own successful financial planning practice, and I hope to continue growing and building on these foundations for another 30 years!

07/01/2024

I am very excited to announce that as of today, July 1, 2024, we have affiliated with LPL Financial as our Broker/Dealer! LPL partners with independent financial planners to provide innovative tools, unique market insights and back office support so that we can do what we love best - serve our clients towards achieving their financial goals. I'm very much looking forward to the future with our new affiliation!

07/01/2024

Thinking about a prepaid debit card? Consider the pros and cons.

06/28/2024

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

06/26/2024

Do you know the difference between a credit lock and a credit freeze?

06/24/2024

Compare your taxable investment to a tax-deferred one. The results may surprise you.

06/21/2024

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

06/19/2024

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

06/17/2024

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.