The Patriot Financial Group LLC
Fuquay Varina, NC
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Furquay Financial Planning
Thomas (Tom) Formhals, CFP ® is a Senior Wealth Advisor at Belpointe and Principal at The Patriot Financial Group, LLC. He specializes in retirement and estate planning. Tom had a career in the Information Technology world for over 30 years before undertaking a new career in financial planning and advice. Tom is a Certified Financial Plannerâ„¢ with a Bachelor of Science degree in Business and Public Administration from the University of Maryland. Tom has a keen interest in getting his family involved in outdoor activities that range from biking, hiking and kayaking in scenic settings to golf and tennis. To see the world in a different way, he recently joined a motorcycling club that organizes regular trips to various destinations for fun and education.