A mission and a passion for serving your financial planning needs

Throughout my long career as a financial advisor, my goal has always been to provide the comfort of knowing you will not have to make important financial decisions alone. My mission is to be here for you – to help you pursue your financial goals by providing sound guidance and a well-reasoned plan.

Along the way, I have developed a few guiding principles. First and foremost is listening to each client as if they were the only investor in the world, and recognizing the significant degree of discretion and confidence they are looking for in an advisor and long-term financial partner.

My integrity and work ethic – along with the support and resources of Raymond James, one of the largest independent financial firms in America – allow me to offer a comprehensive range of services to meet all your financial management needs for the many chapters of your life.
I work with my clients closely to design investment portfolios to meet their particular needs, and use a comprehensive investment platform tailored to each individual investor. Many of my clients are retired or nearing retirement, so one of my main focuses is on retirement income planning.

I utilize a wide range of investments, including stocks, bonds, mutual funds, separately managed accounts, annuities, life insurance, long-term care insurance and various alternative investments within many investment disciplines.

Whether you need assistance implementing a small business retirement plan, protecting your family with insurance or simply want financial jargon explained in a clear, straightforward manner, I am fully prepared to serve as your financial advisor and help you with all your financial needs.

– Thomas A. Esposito
Registered Principal
Cactus Investment Advisors, LLC