Tom Ferry
Wealth Management Advisor|CFP®, CLU®, ChFC®
Professional
Tom understands that financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.
When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. Tom recognizes that a good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.
As your Wealth Management Advisor, Tom will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.
Let Tom help you ensure your financial future is all you want it to be.
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.
-making the resources of Northwestern Mutual available to his clients
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.
Personal
Tom began his Northwestern Mutual career right after graduating from Muhlenberg College in 1990 with a BS degree in business. Tom soon realized that his passion for personal finance and a desire to teach and serve others would be satisfied by pursuing a career in the financial services industry.
Tom achieved his CLU (certified life underwriter) designation in 1998 and his ChFC (chartered financial consultant) designation in 1999. He sat for and was awarded the CFP® (certified financial planner) designation in 2000. He is well versed in all aspects of risk management, financial planning and investments, as well as unique retirement strategies.
Tom directs a team of four who each have expertise and are licensed in the different disciplines of the practice.
Tom lives in Randolph, NJ with his wife Laura. He has two grown children, Nicole and Thomas; and a high schooler, Allison. He is an avid skier, loves the Jersey Shore and participates in a host of youth athletic programs.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Client Testimonial
I've been a client of Northwestern Mutual and Tom Ferry for almost 20 years. Over that time, through all the ups and downs and changes in life, I've trusted Tom for his financial advice and guidance. I greatly appreciate his expertise and steady approach to investing for the long term, never just chasing the latest fad, but rather working together to take advantage of movement in the market to build wealth in a balanced way, consistent with my risk tolerance and financial plans. I value Tom's calm and thought ful approach, his and his team's responsiveness and his proactive approach to identify and help me see opportunities - which he has done many times. Backed by Northwestern Mutual's financial strength and available products, Tom has been an invaluable and trusted partner over the years in helping me meet my financial goals.
Client Testimonial
Tom, Karen and Heidi have made navigating our financial course much less stressful than it otherwise would have been. We have always felt that they have our best interests at heart and the tools to back that up. They are viewed as close friends as well as financial advisors - and that's the truth!
Client Testimonial
Tom Ferry and his team have been my financial advisers and life insurance provider for 20 years. They treat their clients like family and have a long-term view. They have been consistent and secure which is what is needed from life and financial providers. Our relationship has evolved as my family evolved. Over the years we have built a portfolio of term life to IRA to 529 management. Another important factor has been personality and that can’t be taught. Tom and his team are great at listening and advising. I highly recommend Tom, his team and NWM. Many friends and family have become customers.