Tor E. Hotham, CFP®, ChFC®, AEP®

Tor E. Hotham, CFP®, ChFC®, AEP®

CERTIFIED FINANCIAL PLANNER™ Professional

Tor E. Hotham has been providing financial and estate planning services for his clients since 1995. Before co-establishing The Comprehensive Wealth Management Group, he was a Registered Principal with LPL Financial which is one of the largest independent financial services firms* in the country. He continues to maintain his relationship with LPL Financial.

Tor was recognized in Philadelphia Magazine as a Five Star Wealth Manager for  2017, representing less than two percent of the wealth managers in the Philadelphia area. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2017 Five Star Wealth Managers.

Tor holds a degree in Finance from Shippensburg University and a MBA from Bloomsburg University. He has earned the designations of CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant (ChFC). The CFP® certification mark identifies Tor as an individual who has met the education, examination, experience and ethics standards established by the Certified Financial Planner Board of Standards. The ChFC designation, which is granted by the American College, focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client’s total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan for pursuing those goals.

In addition to these designations, Tor has completed the requirements to achieve the designation of Accredited Estate Planner (AEP®).  The Accredited Estate Planner designation, awarded by the National Association of Estate Planners & Councils, is a graduate level specialization in estate planning and is one of the most prestigious credentials an estate planning practitioner can achieve.  The AEP® designation represents excellence in educational preparation and professional service, both of which are paramount in today's competitive market.  He is also a member of the Chester County Estate Planning Council (CCEPC).

Tor’s status as a CERTIFIED FINANCIAL PLANNER™ professional is testimony to his in-depth knowledge and background in the financial services arena. He has dedicated his career to providing outstanding service to his clients and building a personal relationship with each client. He believes that to be effective as a financial planner, he must first gain the trust of his clients in two key areas; the client’s confidence in his professional ability and the client’s perception of his character - that is the degree to which he is honest and ethical. Thus, he can only gain that trust through the service he provides, and in the way he provides that service.

* As reported in Financial Planning magazine June 1996-2018, based on total revenues. 

Phone (610) 436-8500 x701
Fax (610) 436-9127