The Patriot Financial Group LLC
6100 Spicewood Drive
Fuquay Varina, NC 27526
Additional Business Information
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 Planner™ 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.