With more than eight years of experience in financial planning and investment management, Thomas Mahler has the accumulated knowledge and perspective to help you with your financial goals. Thomas understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Thomas will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Thomas endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Thomas designs a customized investment strategies based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Thomas puts it into action and seeks opportunities to adapt to life changes and new goals.

Thomas began his career in financial services in 2015 and previously spent eight years with Merrill Lynch. Today, Thomas provides financial and estate planning services, account management, concentrated position management, and services for public executives and business owners. He does so through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.

Originally from Lancaster, Ohio, Thomas resides in West Chester, Ohio. He is a member of the West Chester Liberty Chamber Alliance, Germania Society, Cincinnati Habitat for Humanity, and an active volunteer for Adopt a Class mentoring students in underprivileged areas of Cincinnati. Away from the office, Thomas also enjoys spending time with his wife and three kids: Ellie, Henry and Margaret. He also enjoys winter sports, golf, soccer, live music, and anything involving the outdoors.

Investing involves risk, and you may incur a profit or loss regardless of the strategy selected, including diversification and asset allocation.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.

Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.