Meet Your Advisor: Tom Garlic, AIF®, CRPC®
I’ve been a financial professional for over a quarter century, helping clients of all ages plan, invest, and stay confident through market ups and downs. As an Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®), I take my responsibility to act in your best interest seriously. I view my role as both a financial advisor and a coach, someone who helps you understand your plan, make informed decisions, and keep perspective when the market feels uncertain.
I believe financial advice should be accessible and fair. That’s why I work hard to keep costs low and fees reasonable.
Custom Portfolios Built Around You
As an independent financial advisor in Hershey, Pennsylvania, I am free to recommend what’s best for you, not what benefits a parent company. I don’t believe in cookie-cutter investment strategies or one-size-fits-all planning. Every portfolio I design is built around your financial objectives, timeline, and comfort level with risk. My goal is to help you make informed choices that align with your goals and bring long-term confidence.
Making Financial Guidance Approachable
My role is to help you make informed decisions—not to make them for you. I explain your options in clear terms so you understand how each decision affects your overall plan. Whether you’re discussing retirement income, investment allocation, or market volatility, we’ll navigate uncertain times together and make rational, not emotional, choices that keep your plan on track.
Value-Driven Service That Puts You First
You deserve responsive, thoughtful service from someone who knows your situation, not a generic 800-number. I take pride in being accessible, punctual, and transparent. Whether you have a quick question or need help reviewing a complex decision, you’ll hear back quickly and get honest, practical advice every time.
