Tor E. Hotham has been providing financial and estate planning services for his clients since 1995. Before co-establishing The Comprehensive Wealth Management Group, he was a Registered Principal with LPL Financial, which is the largest independent financial services firms in the country*. He continues to maintain his relationship with LPL Financial. Tor also works closely with The Private Advisor Group in order to help his clients are getting advice.
Tor truly enjoys learning as much as possible about his profession and believes that increased education directly correlates to the quality of advice from which his clients can benefit. Tor holds a degree in Finance from Shippensburg University and a MBA from Bloomsburg University. He has earned the designations of CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Chartered Financial Consultant (ChFC®). The CFP® certification mark identifies Tor as an individual who has met the education, examination, experience and ethics standards established by the Certified Financial Planner Board of Standards. The ChFC® designation, which is granted by the American College, focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to work towards those goals.
Tor’s status as a CERTIFIED FINANCIAL PLANNER™ professional is testimony to his in-depth knowledge and background in the financial services arena. He has dedicated his career to providing outstanding service to his clients and building a personal relationship with each client. He believes that to be effective as a financial planner, he must first gain the trust of his clients in two key areas; the client’s confidence in his professional ability and the client’s perception of his character – that is the degree to which he is honest and ethical. Thus, he can only gain that trust through the service he provides, and in the way he provides that service.
Tor and his wife Nancy reside in Wallingford, Pennsylvania, and have three wonderful children. Tor has an extreme passion for soccer and In his spare time, Tor enjoys playing soccer, golf, and reading biographies.
*As reported by Financial Planning magazine, 1996-2022, based on total revenue.
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