Principal, Private Client Advisor
Mr. Burleigh is a private client advisor in our Portsmouth, New Hampshire office. Working closely with our investment advisors, Tom helps clients navigate their complex financial lives. Tom utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors, and with other members of their professional team. Mr. Burleigh is a Certified Trust and Fiduciary Advisor and CERTIFIED FINANCIAL PLANNER® professional. He has more than 15 years of experience in the profession.
Prior to joining FLP, Tom was a wealth manager at CMH Wealth Management in Portsmouth and spent nine years at Longfellow Investment Management Co. in Boston. He currently serves as president of the New Hampshire Estate Planning Council.
BA Marketing, Cedarville University
Certificate of Financial Planning, Boston University
Cannon Trust School, Cannon Financial Institute
CERTIFIED FINANCIAL PLANNER®
Certified Trust & Fiduciary Advisor (CTFA)
President, New Hampshire Estate Planning Council