Thomas Hlohinec
Rise Financial Partners LLC
Founder & CEO
Thomas Hlohinec
Rise Financial Partners LLC
Founder & CEO
Rise wisely by aligning your investments and values. - Thomas Hlohinec
We specialize in helping Christian business owners alight their faith & finances while maximizing their charitable giving.
Thomas Hlohinec is a Sarasota native and has a passion for helping people. Rise Financial Partners is an independent, fee-only registered investment adviser located in Sarasota, FL. The firm specializes in offering financial planning, investment management, and business consulting services to Christian business owners. Rise Financial Partners operates as a fiduciary serving clients throughout the United States.
Thomas Hlohinec has a passion for helping others. Friends and family started coming to him as someone they trusted to help with their finances and investments. Seeing a void of trusted financial advice, Thomas founded Rise Financial Partners to help people rise wisely by aligning their investments and values. Previous to founding Rise Financial Partners, he spent seven years at a global investment firm where he educated financial advisors and institutional investors how to build better investment portfolios.
Thomas frequently provides insights to other financial advisors and has been quoted by industry publications such as Investment News and LendingTree. He remains active with his alma mater, University of Central Florida, as board member of the UCF Philadelphia Alumni Club and was invited to speak at University of Central Florida’s Business School. Thomas is a member of several financial professional networks dedicated to sharing best practices and providing the highest level of service to their clients, including: the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.
Thomas is very active within his church community. He was responsible for the development and leadership of his church’s security team, and has been leading Bible studies since 2005. He served on four 10-day missions trips to the Dominican Republic, Honduras, and Peru (2x) in order to help communities with education, health, and construction initiatives.
Thomas graduated with a Bachelor of Science in Finance from the University of Central Florida. He has passed FINRA's Series 7, 63, and 66 exams and is a candidate for Level II of the Chartered Alternative Investment Analyst designation.
Thomas Hlohinec is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Rise wisely by aligning your investments and values.
Rise Financial Partners is an independent, fee-only registered investment adviser located in Philadelphia, PA. The firm offers financial planning and investment management services to business owners and philanthropic-focused individuals. Rise Financial Partners operates as a fiduciary serving clients throughout the United States.
Everyone is on a financial journey. Your financial plan and investments will navigate you to your destination. We are here to guide you along the way.
We help clients address difficult questions such as:
- Are my investments aligned with my values?
- Am I being responsible with my finances?
- How do I transition from working to retirement?
- Can I continue to be generous after retiring?
Learn more at www.RiseWisely.com.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Thomas Hlohinec is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Thomas Hlohinec is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Thomas Hlohinec is Quoted in MarketWatch: "Worried about being bored in retirement? Your financial adviser has a plan"
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Thomas Hlohinec is Quoted on LendingTree.com: "How to Invest in a Real Estate Investment Trust (REIT)"
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Thomas Hlohinec is Quoted in InvestmentNews: "State regulators propose continuing education for investment adviser reps"
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Thomas Hlohinec is Featured in Digital Journal: "Rise wisely by aligning investments and values"
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Thomas Hlohinec is Quoted on Next Advisor: "From the Experts: Maximizing Your Donations"
Contact Thomas Hlohinec
Office Locations:
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4703 Harris Ave
Sarasota, FL 34233
