"Someone is sitting in the shade today because someone planted a tree a long time ago."

-WARREN BUFFETT

Hi, I'm Jeff Tolsma


Stewardship  |  
Trust  |  Independence

Who is the steward over your financial life? Why is it important to have one that is a fiduciary and not a broker? This is an important question I'd like to answer.

MY COMMITMENT TO YOU

FIDUCIARY

TRUST

TRANSPARENCY

SIMPLICITY

AFFORDABLE

NO PRODUCT SALES

FUN

I believe all clients should choose a fiduciary from whom to get advice and guidance.

I believe trust is essential in an advisor relationship.

I believe in full transparency and avoid conflicts of interest.

I believe in keeping things simple. 

I believe everyone needs affordable investment advice and a financial plan.

I believe the best advice is offered by a fee-only relationship and not by focusing on product sales.

I believe in making investing fun and enjoyable. I believe our engagement can increase your happiness, optimism, and joy for you and your family.

ABOUT ME

SERVICES

PRICING

RESOURCES

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Tolsma Investments, LLC is a Washington registered investment advisor.

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