About the founderPatriot Financial Group was founded by Tom Formhals, an Investment Advisor Representative with Belpointe Asset Management, LLC, a Registered Investment Advisor. I am a Virginia licensed producer for life, health, and annuity insurance products.
After a successful career of over 30 years in the computer industry working for leading companies such as Cray Research and Sun Microsystems, I set out to address the very issues that I think are common to many of us. We are so busy working and living our lives that we don't take the time to manage many of the critical elements of our full financial situation. I spend my time researching and implementing budgeting, saving, and investing strategies; and addressing risks so that you don't have to. |
Who We Are |
We are here to help the average person deal with the myriad financial questions that each of us face. More often that not, most people are winging it on their own; some with success, others with doubts. For some it's impossible to tackle all of the financial matters because you are so busy. For others it's unpleasant just to talk about it. Indeed, we find that people are reluctant to talk with a financial planner or adviser, skeptical of what product(s) they are waiting to spring on them, or alternatively uninterested in knowing where they stand financially.
When I began my career as a financial planner and adviser I quickly noted it seemed everywhere I looked I saw the same red flags, sales reps with something to sell, offered as a solution to your problem. Well, that's why I founded Patriot Financial Group. Unlike registered representatives, we are not here to sell you something . We are here to figure out your financial situation and provide advice. Sometimes that advice takes the form of a product. However, you'll know why we proposed it, it will always be in your best interest, and you'll know that you have information to make an informed decision on the matter. We can help you make better decisions which will improve your life. As a Financial Advisor, I have sworn to act as a Fiduciary, i.e. place your interests first. |
how do we get paid |
Patriot Financial Group provides financial planning tailored to individual needs. Your situation will determine whether you engage us on a fixed fee basis, or on a retainer fee basis.
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Investment advisory disclosure
Investment Advisory Representative with, and advisory services offered through Belpointe Asset Management, LLC.