About Tompkins Wealth Management | Financial Planning Expertise

^WELCOME
We're in This Because
we Like Helping People

Since 2005, we have provided wealth management and planning services to individual and small business clients. We start with a complimentary meeting to determine if our services meet your needs and then look more closely at risk tolerance, investments, Social Security benefits, and estate planning to fully understand your situation. Ultimately, our mission is to provide personalized wealth management and sound advice.

We look forward to working with you.

^{Why We're Different}
A Few Things You Should Know About Working With Us

We don't operate like a big firm, and that's by design. Here's what shapes how we show up for the people we work with.

Our Mission

We're here to help people in this community make smarter financial decisions by meeting them where they are. No lectures, no pressure — just practical guidance that actually makes a difference in your day-to-day life.

Our Vision

We want to be the kind of financial professionals people tell their friends about — the ones who made the process easy, the conversations enjoyable, and the results meaningful.

Our Core Values

Honesty, approachability, and respect for your time. We'll always give it to you straight, keep things simple, and make sure our work together fits into your life — not the other way around.