Tom Poltersdorf (CEPA, CFP®)

Tom Poltersdorf focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs

Additional Information

I help small business owners align their Personal, Financial, and Business goals to position themselves for a successful business exit on their terms.

We help identify, create, and align their:

Personal Goals - Develop your life plan

Financial Goals - Create a personal financial plan addressing estate & tax planning

Business Goals - Maximize your company value

Learn more at or Listen to the podcast Business Exit Success at This is a podcast dedicated to educating and empowering owners on how they can maximize the value of their business, get post exit guidance, and explain what's needed to have a personal financial plan in place.

NAPFA Start Date

May 02, 2022


This Office

Virtual , PA 17046 Phone: (717) 937-1612