portrait of Thomas Sweeney

About Thomas

I believe that money isn't just about dollars and cents; it's about dreams and goals.

I grew up loving numbers and solving money puzzles. This led me to study finance at West Virginia University. After that, I went to work in the financial industry to learn all about investing and saving. I wanted to help people understand money better.

My goal is to make money stuff easy for you. No confusing words or complicated charts. Just simple, clear advice. Whether you're retired or saving for a dream vacation, a cozy home or your kid's education, I'm here to help you make...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Divorce Finances

Certifications

  • ChFC®

    Chartered Financial Consultant®
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • West Virginia UniversityBachelor of Science

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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