Additional Business Information

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.