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 ensure that his clients are getting quality advice.
Tor has been recognized as a Five Star Wealth Manager in Philadelphia Magazine for the following years, 2012 / 2013 / 2014 / 2015 / 2016 / 2017 / 2018 / 2019. This elite group of advisors represents less than two percent of the wealth managers in the Philadelphia area. The award was based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2019 Five Star Wealth Managers.
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 is currently an assistant men’s soccer coach at Swarthmore College. In his spare time, Tor enjoys playing soccer, golf, and reading biographies.
*Based on total revenues, as reported in Financial Planning magazine, June 1996-2016