Tom Post, CFP®

Wealth Advisor | Partner

(248) 633-8174  |


Financial and investment planning is both a process and a passion for Tom, who believes in the power of intentional and evolutionary guidance for families and individuals. A CERTIFIED FINANCIAL PLANNER™, he graduated from Cornell University with a B.A. in History and is active with the Episcopal Church and is on the investment committees for the Samaritas Foundation and Cruising Club of America. Tom also currently serves on the board of two non-profits, Racquet Up Detroit and Little Traverse Sailors. Tom and his wife, Sarah, have two wonderful children, Katie and Robbie. Tom loves to ski and sail whenever he can.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.