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Thomas Tilton

Thomas Tilton

Owner/President, Certified Financial Plannerâ„¢

(631) 787-8487

tom@tiltonfinancial.com

Thomas E. Tilton, CFP®
Founder, Tilton Financial Planning

With over 30 years of experience in the financial services industry, Tom Tilton is a Certified Financial Planner™ professional dedicated to helping clients build, preserve, and distribute their wealth with clarity and confidence. He specializes in retirement planning, wealth accumulation, and the strategic distribution of assets.  Tilton Financial Planning serves a broad range of individuals including working families, professionals, retirees, and business owners.

Tom currently holds Series 7, Series 66, held with LPL Financial and Life Insurance Licenses.  His areas of expertise include:

  • Investment Portfolio Management

  • Retirement Planning

  • Insurance & Risk Management

  • Comprehensive Financial Plan Creation

In 2009, Tom launched Tilton Financial Planning, an independent practice rooted in the philosophy of personalized planning and guidance. His approach is centered on educating clients before investing, aiming to ensure that each financial plan is tailored to the unique goals and aspirations of the individuals and families he serves.

Based in Suffolk County, Long Island, Tom works with clients throughout Long Island, the five boroughs of New York City, and across the country. His commitment to financial literacy extends beyond his practice—he has provided pro-bono financial planning services and is an active volunteer in local community organizations.

Tom has been married for 30 years and is a proud father of three daughters.  He enjoys the outdoors, traveling and boating. He brings the same dedication to his clients as he does to his family and community.

Your goals. Your future. Your plan, personalized.