Tomlin Financial Advisors, Inc.

Overview

Tomlin Financial Advisors, Inc. is an independent, owner-operated registered investment adviser serving individual and family clients and small-business owners. The firm’s advisory scope centers on financial planning and discretionary portfolio management, charging clients both a percentage of assets under management and occasional hourly fees. Investment activity tilts toward public equities, with the firm expressing a clear preference for exchange-traded securities as the primary building block of client portfolios. Tomlin Financial Advisors does not identify as an ESG-focused manager and operates on a single-state basis. Strategy and manager allocation choices emphasize liquid, market-traded instruments for the core of client portfolios, supplemented by outside-managed alternative exposure in real estate/REITs and traditional mutual funds where appropriate. The firm’s client mix and fee structure point to a consultative relationship model—combining comprehensive planning with ongoing portfolio oversight for high-net-worth households and smaller business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices