Executives with tenure or those transitioning to a new employer face unique challenges.  We make coordinating employer sponsored group life, disability, and long term care coverage with programs available in the private market easy.  We offer assistance in making investment choices within 401k and deferred compensation plans that compliment personally held investments. We can also help with the circumstances surrounding the acquisition of employer stock via exercising options and grants.

Experience Tom's approach to financial planning and benefit from his experience as an investment advisor.   While no investment strategy can guarantee a profit nor protect against a loss, Tom knows that well diversified investments can reduce volatility allowing the phenomenon of compounding to have a greater impact.

Since he began his career in 1990, he believes he serves best by:

     -listening carefully to what is important to his clients

     -informing his clients of their options, thereby empowering them to make the best choices for their circumstances 

     -acting with conviction in his clients' best interest

     -maintaining a support team that will assist clients at every stage of the advisor / client relationship including completing applications and new account forms (click here to visit  MY TEAM) 

      -making the resources of Northwestern Mutual available to his clients (click on  BACKGROUND and RESOURCE CENTER )

Many of Tom's clients are business executives in various industries, including the property and casualty insurance industry.  He is a graduate of Muhlenberg College, Allentown PA, and since graduating, has attained the professional designations of CFP®, CLU, and ChFC.  Tom resides in Randolph NJ with his wife Laura and three children.  He enjoys coaching his children's sports, and is an avid skier.

Tom Ferry

Tom Ferry, CFP®, CLU®, ChFC®

Wealth Management Advisor


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