Thomas Batterman (BS, CTFA, JD)

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

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

Fiduciary First Advisors and its predecessor, Vigil Trust & Financial Advocacy, have been providing financial advocacy services to clients since 1988. We are knowledgeable, experienced professionals hired to represent and advocate for clients in their financial decisions, helping them achieve customized solutions to their financial challenges. With our help, our clients make the decisions they would make on their own if they had the time to completely research all of their options and had the training and experience to properly assess these alternatives. As an independent company compensated only by the professional fee we charge for our services, our guidance is not compromised by the conflicts of interest which plague financial conglomerates and other advisers.

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Additional Information

Mr. Batterman is the managing member of Fiduciary First Advisors and was the principal founding organizer of its predecessor, Vigil Trust & Financial Advocacy. He is the firm's Senior Fiduciary Advisor, with primary responsibility for account administrative and investment issues for its largest clients. Mr. Batterman is a graduate of the University of Wisconsin-Madison Law School. In 1992 he was awarded certification by the Institute of Certified Bankers as one of only a few Certified Trust and Financial Advisers in the Central Wisconsin area. Committed to the practice of Fee-Only financial advice throughout his financial advisory career, he has been a NAPFA-Registered Financial Advisor since 1997.