Thomas Walker (CFP®, ChFC®, MBA)

Thomas Walker focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

Structured Asset Management provides financial planning and portfolio management services to clients throughout Southeast and Central Pennsylvania.
SAM provides both Comprehensive and Limited (hourly) planning. We have no minimum requirements for the scope of the planning project. We work with clients to develop plans that resolve their financial issues and help them achieve their goals. Our plans are customized to each client’s particular needs and situation, including their tax status, time horizon, risk tolerance and cash flow requirements. We also assist clients who have limited needs such as an independent review of the portfolio, developing a savings plan, or advising on Roth conversions.
MWA provides portfolio management services to clients. Our approach is to establish an asset allocation that best meets each client’s needs and situation. We focus special attention onto each client’s risk tolerance, cash flow needs and tax situation. We utilize a broad cross section of diversified assets to lower portfolio risk. We enhance returns by keeping costs low, implementing strategic rebalancing and paying special attention to each portfolio’s tax efficiency. We measure and report both the risk and return for each portfolio.

Additional Information

Tom entered the financial planning business after twenty years as a successful business executive with an international service management firm.  During his tenure as an executive managing numerous business units for this corporation, Tom was able to develop and hone financial management skills which he now applies as a Personal Financial Advisor.  After a successful business career, Tom spent the next seven years managing family trust investments prior to joining MWA. 
 
Tom's educational credentials include the CFP(R) and ChFC designations, as well as degrees from The Pennsylvania State University (MBA) and American College in Bryn Mawr, PA. 
 
Tom is a member of the Garrett Financial Network, which supports and guides the provision of "hourly limited planning" services to customers.
 
Tom and his wife Debbie reside in Malvern, PA.

NAPFA Start Date

July 06, 2010

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This Office

1205 Westlakes Dr Ste 370 Berwyn, PA 19312-2405 Phone: (610) 648-0700 Fax: (610) 648-0766