About Tom Roberts

Tom Roberts, CFP®Tom Roberts is the Owner and Principal of A New Approach Financial Planning. He is a Certified Financial Planner™, 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.
16 June 2017
Bradenton Herald Articles
A friendly warning: Don’t unknowingly give your property to the state.Common law in the United States includes a process in which unclaimed property is turned over to states. The intent of this process, called escheatment, was to ensure that property...
24 April 2017
Bradenton Herald Articles
With the 2016 federal tax return filing deadline of April 18 – yes, that is correct – rapidly approaching, let’s talk about how you can use your tax forms to improve your finances.Before you file away your 2016 tax forms, spend a few minutes to see h...
15 March 2017
Bradenton Herald Articles
When investing and managing your money, you must consider and deal with a number of potential risks. These include general market moves, individual company, interest rate, inflation, default, political, currency, liquidity, volatility and others.Some...
11 December 2016
Bradenton Herald Articles
Everyone should own bonds or bond-like investments, though you might ask why would anyone want to own bonds at this time. Interest rates are going up and the math says the financial value of bonds will decrease. The value in owning bonds is...