Tolsma Investments, LLC is a Washington registered investment advisor, or RIA. The owner, Jeff Tolsma, is a CFP professional, which is also known as a CERTIFIED FINANCIAL PLANNER. Prior to forming my own private firm in early 2017, I worked with a major financial company and a $450million book of business. I'm passionate about helping people. My value/mission statement is: I believe good financial management helps people live richer, happier lives; have closer, stronger families; and become bett
er contributing members to society. I'm proud to serve clients as a fiduciary and as their trusted steward as they make critical financial decisions in an uncertain world. I offer complete and comprehensive investment advisory & wealth planning services. I do not sell any products and accept no commissions. I am a fee-only RIA and serve clients as a 100% fiduciary at all times. Let independence, objectivity, stewardship, and a trusted advisor relationship help improve your financial life and lead to better outcomes.
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