Tom Mitchell - Financial Planner - Nexus Financial

Tom Mitchell - Financial Planner - Nexus Financial Empowering Clients to Achieve Financial Independence With over 15 years of hands-on experience, I understand that everyone's financial journey is unique.

Our mission is to empower clients to achieve financial independence through personalized advice, tailored solutions, and a commitment to understanding their unique needs. We build responsive, professional, and trusted relationships coupled with sound financial strategies that make a real difference in our client’s lives. My commitment is to provide a financial planning experience defined by clarit

y, understanding, responsiveness, and unwavering support. That's why I value a caring and collaborative approach to planning. I'm committed to understanding your unique dreams, challenges, and everything in between. Building trusting relationships is essential to my work. I'll take the time to explain complex concepts in a way that makes sense to you, patiently guiding you toward making informed financial decisions. Tom began in the financial services field in 2008 with a broad exposure to the industry. Using his proven approach of helping clients to identify their financial goals, Tom specializes in providing clients with education and strategies designed to secure their financial futures. Tom graduated Magna cm Laude from Temple University, where he earned a bachelor's degree in Business Administration/Marketing. He holds FINRA Series 7, 24, and 66 licenses and is life insurance licensed in multiple states. Tom currently resides in Quakertown, PA with his wife, Erica, and their three children: Joshua, Sophia, and Lilly. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

03/26/2026

It's natural to be concerned about the economic impact of the war with Iran.

03/20/2026

Over the past 50 years, retirement saving has changed dramatically. What might the future hold for tomorrow's retirees?

03/17/2026

Did you know that Social Security benefits could be an important source of income for your survivors?

02/24/2026

You have until your tax filing deadline to make an IRA contribution for 2025

01/21/2026

Tax reference numbers at a glance.

01/19/2026

A letter of instruction can be just as important as a will in helping your loved ones settle your estate and move forward with their lives.

12/19/2025

The nuances surrounding RMDs from IRAs and work-sponsored retirement plans can be confusing. Here, we help shed light on some common questions.

11/26/2025

Some key limits for retirement account savers are higher in 2026.

11/13/2025

The holiday season is prime time for holiday scams.

10/20/2025

As 2025 comes to a close, now may be the ideal time to review your tax strategy and find potential opportunities.

10/02/2025

The latest quarterly market review is available.

Address

Quakertown, PA

Telephone

+2675772609

Website

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