A New Approach Financial Planning
A New Approach Financial Planning is a financial planning firm with offices in Sarasota and Lakewood Ranch, Florida. We are different from other financial advisors in the area.
We provide objective financial advice on an hourly, fee basis. Our clients are individuals, families, business owners and company employees interested in receiving advice to improve their financial future. Our primary focus is to help clients design and implement customized financial plans to achieve their goals. Personal financial education is an important part of our process. We believe that an educated consumer will make better choices. Our clients maintain control of their assets by owning their accounts and implementing the recommendations. More information on our investment philosophy and processes is on the FAQ page.
The company does not have minimum account size or income requirements for its clients.
Tom Roberts, CFP®
Tom Roberts is the Owner and Principal of A New Approach Financial Planning. He is a CERTIFIED FINANCIAL PLANNERTM, a Registered Investment Advisor with the State of Florida and a fiduciary. As a fiduciary, he is legally obligated to put his client's needs first and provide the advice that is the best for them. As a member of The Garrett Planning Network, he has pledged to not accept commissions, payments or referral fees from third parties. This allows Tom to provide unbiased financial advice.
"I believe everyone can benefit from objective, independent financial advice. With your varied financial concerns such as retirement, investments and covering daily living expenses, everyone can use some assistance."
Before founding A New Approach Financial Planning in 2006, Tom had a successful engineering and management career in the power industry throughout the world. He has run various businesses focusing on providing excellent customer service. Tom grew up in the Northeast US, has lived in the Midwest and Atlanta before moving to Florida. He traveled extensively throughout Latin America and the Caribbean for five years. His educational background includes the CFP® practitioner certificate from Florida State University, a MBA from Goizueta Business School of Emory University and a BS Mechanical Engineering from Worcester Polytechnic Institute.
"My life experiences help me in working with people of all income levels, cultures and backgrounds. As a father of two, I understand the challenges of budgeting, investing, college, planning for retirement and assisting my parents. I am interested in using what I have learned to help others improve their finances."
Tom enjoys outdoor activities such as sailing, swimming, bicycling and hiking. He also enjoys travel, playing squash and listening to jazz.