Anthony DeVito (CFP®, PhD)

Planning Specialties

Advising Professionals.  Professors and administrators in higher education have unique financial planning concerns and opportunities. Stemming from his background in education and psychology, Tony is well-suited to address the concerns of professionals. He often works with clients to maximize the opportunities provided by employer-provided retirement plans.

Investment Management.  Tony uses a comprehensive financial plan to gain an understanding of the client’s goals, risk tolerance, tax bracket, and other factors relating to his or her personal situation. Before recommending the sale or purchase of specific securities, he explains his investment philosophy: long-term growth within comfortable risk levels. He recommends an investment portfolio that consists of multiple asset classes. He implements a portfolio that the client is comfortable with and schedules regular rebalancing of the portfolio.

Estate Planning. Many of us have concerns about how generations that come after us will make use of the assets we have accumulated over our lifetime. Will our children’s and grandchildren’s inheritances be used as we wish? Tony has often worked with clients to develop strategies to ensure that their estates are passed to heirs in accordance with their wishes.