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

941-961-8555

We offer financial planning and investment management services to business owners and philanthropic-focused individuals.

Thomas Hlohinec is a Philadelphia, PA fee-only financial planner. 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.

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.

In his free time, Thomas enjoys eating pasta at his favorite “hidden gem” of Philly, traveling, and volunteering in his community. He is not afraid to roll up his sleeves to help a neighbor, friend, or a random person on the sidewalk. 

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

  • XY Planning Network
    Thomas Hlohinec is a Member of the XY Planning Network

    The 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.

  • National Association of Personal Financial Advisors (NAPFA)
    Thomas Hlohinec is a NAPFA Associate Member

    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.

Contact Thomas Hlohinec

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 901 N Penn St Unit P2304
    Philadelphia, PA 19123-3124

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser