FOR IMMEDIATE RELEASE
For More Information Contact:
Richard Tomes (904) 834-2242
July 15, 2013
TOMES WEALTH PLANNING & MANAGEMENT REGISTERS AS REGISTERED INVESTMENT ADVISOR
(Ponte Vedra Beach, Florida) William “Richard” Tomes, Jr., CFP®, announces that Tomes Wealth
Planning and Management, Inc, has recently also become a Registered Investment Advisor. After 15
years as an advisor at Merrill Lynch, Tomes founded this independent financial firm with its advisors
offering securities through Raymond James Financial Services, Inc. in February, 2012. The firm’s advisors
continue in that relationship with Raymond James Financial Services for the custody of client assets and
trade execution.
The firm is a fee-based, rather than a commission-based firm. “Our firm and our advisors see ourselves
in the role of serving our clients, rather than selling to customers. That is why our motto is, ‘Be a Client,
Not a Customer.’ As a registered investment advisor, it is our goal to offer a wide range of financial
planning and advice to the community,” Tomes said.
Advisory services offered include portfolio reviews and analysis, 401(k) and other employer-sponsored
retirement plan reviews and recommendations as well as comprehensive financial planning and goalspecific planning, debt reduction planning and insurance needs analysis. As a registered investment
advisor, the firm will offer these services without requiring the opening of accounts or the purchase of
other services. The firm offers these services to members of the military and other first responders at a
50% discount. For more information, contact the firm at 904-834-2242 or see their website:
www.tomeswpm.com . The firm is located at 10033 Sawgrass Drive W., Suite 100 in Ponte Vedra Beach,
FL.
10033 Sawgrass Drive West, #100 // Ponte Vedra Beach, FL 32082
T 904.834.2242 // F 866.207.5547 // richard.tomes@tomeswpm.com // tomeswpm.com
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC