Thomas Hendrix
Fee Structures
One-time
$2,950
Hourly
$150/hr

About Me

My name is Tom Hendrix. I’m a graduate of the United States Military Academy at West Point and hold a Master's degree in Finance from Elizabethtown College. Additionally, I’m a successful DIY investor, a former customer of fee-only financial planning services, and a lifelong student of personal and behavioral finance.

I served ten years in the Army and then spent ten years working in operations management. My wife worked for 20 years as a resource manager. Through careful planning and disciplined execution, we achieved financial security in our mid-forties, which let us retire from our corporate jobs to pursue careers and a lifestyle that was more flexible, enjoyable, and values-focused.

For us, that meant moving closer to family; staying home with our young son; pursuing volunteer opportunities; and choosing rewarding jobs that let us control our time.

We did it, and so can you. Financial security and control of your lifestyle are within reach. Financial education, thorough planning, and a clear vision are all it takes. You can do it, we can help.

Ideal Clients

DIY Investors
Veterans/Military Personnel
FIRE

Contact Information

Boiling Springs, PA
Meets Virtually
Meets In-Person
Accepting New Clients