wiseradvisor

Thomas Koleski
Cedar Capital Advisors

Tel: (312) 285-5737
330 E. Main St.
3rd Floor
Barrington, IL 60010

Independent - Client Focused - Fiduciary

Cedar Capital Advisors | Financial Advisor in Barrington ,IL

About Cedar Capital Advisors

Cedar Capital, LLC is a Registered Investment Adviser located in the heart of Barrington, Illinois. Cedar Capital Advisors, the direct client arm of Cedar Capital, LLC, is led by head financial planner and accredited investment fiduciary, Thomas Koleski. Tom has over 14 years' experience within the financial industry and is backed by a team with MBAs from The University of Chicago Booth School of Business with over 45 years of portfolio construction experience combined.

Koleski and the investment team merged forces in 2017, allowing Tom to focus more on the individual investor. His mission was to offer personalized service with convenient office hours, one-on-one meetings and a comprehensive list of investments, all while helping his clients pursue their vision of financial success.

Tom has the flexibility to accommodate a wide range of client preferences and risk profiles; keeping with the 'big enough to serve, small enough to care' mentality that Tom has instilled.

Our goals at Cedar Capital Advisors are simple:

- Always act in the client's best interest and provide them with objective advice

- Provide our clients with what we believe to be institutional-like quality portfolios

- Educate, have fun and treat the client as family

Whether it's your first time working with a financial planner or you'd like to get a second opinion; please contact us for a complimentary portfolio review.


General Information

Firm Start Year:   2007
No.of Employees:   5-9
Work Experience:   I've been in the Financial Services Industry since 2005 and have had experience working on both the institutional and retail side of the business.
I work with the following types of clients:   Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors


Services

Investment Types:   Stocks, Commodities, Alternative Investments, Options & Futures, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, At your office, Via phone, Via email, Video Conference, At my office


Firm Information

Advisor's Number of Clients:   35


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $50000
Compensation Methods:   Based on Assets, Flat Fee
Fee % Based on Assets:   1%



Faqs

  • What are your qualifications? What is your education background? AIF (Accredited Investment Fiduciary) BA from the University of Dayton
  • What is your approach to financial planning? As fiduciaries, Cedar Capital Advisors (an independent fee-based financial planning firm), believes that having a comprehensive financial plan in place may be the single most important aspect when it comes to planning for retirement. We take time to educate our clients on everything from fees to asset allocation and everything in between.
  • What services do you offer? Retirement Income Planning, Comprehensive Financial Planning, Investment Management, Portfolio Stress Testing, Strategies for Social Security
  • How many clients do you currently manage? 35
  • Will you be the only person working with me? I work one-on-one with all my clients. I am backed by a team of two CFA's and 3 MBA's from The University of Chicago Booth School of Business with over 45 years of portfolio construction experience combined.
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Thomas Koleski

Thomas Koleski

AIF

Our clients come to us for highly personalized, in-depth financial planning. We will spend time with you to find out what you want your assets to accomplish and then develop a full plan around those goals. We consider all aspects of your financial life, not just one piece of the puzzle. Some examples of areas we will examine are: portfolio asset allocation, investing for tax efficiency, social security strategies, and analyzing cash flow for retirement.

As fiduciaries, we're an independent, fee-based, registered investment advisor, and are bound by the law to act solely in the best interests of our clients. We believe that transparency is a key pillar to building long lasting relationships with clients. Our mission is to become an essential partner to our clients by helping them pursue their vision of financial success through expert, independent advice provided at a reasonable fee.

I've been in the industry for almost 15 years. My mission is to offer institutional quality portfolios for retail investors while being completely transparent and helping educate my clients on why they own what they own. Whether it's related to an asset class, fees, or an investment vehicle, my true passion is educating the client. My clients range from first time investors to experienced high net-worth individuals.

I live in the western suburbs of Chicago with my wife, three young children and our know-it-all Boston Terrier. I enjoy spending time with his family & coaching, cooking & wine, running, music, and playing guitar.

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My Services

Financial Advice & Consulting

Cedar Capital Advisors offers financial and retirement planning services consisting of a comprehensive evaluation of a client's current and future financial state by using currently known variables to attempt to predict future cash flows, asset values and withdrawal plans. Clients purchasing this service receive a written report which provides the client with a detailed financial plan designed to assist the client in achieving their financial goals and objectives.


Financial Planning for Individuals

Cedar Capital Advisors offers financial and retirement planning services consisting of a comprehensive evaluation of a client's current and future financial state by using currently known variables to attempt to predict future cash flows, asset values and withdrawal plans. Clients purchasing this service receive a written report which provides the client with a detailed financial plan designed to assist the client in achieving their financial goals and objectives.


Portfolio Management

Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investors risk tolerance, goals and investment time frame. We believe that asset allocation is one of the most important aspects when it comes to investing. Knowing what asset classes to own and how much of each asset class to have exposure to can be a challenge for investors. This one of the reasons our clients hire us. How are we different? Modern Portfolio Theory is almost 60 years old! We believe in expanding upon Modern Portfolio Theory and using diversification in an attempt to optimize our client's portfolios. This consists of blending active and passive investments as well as incorporating the use of alternative assets classes.


My Team

Communities Served

Addison Algonquin
Arlington Heights Bartlett
Batavia Bloomingdale
Buffalo Grove Carol Stream
Chicago Crystal Lake
Deerfield Downers Grove
Elmhurst Evanston
Geneva Glen Ellyn
Glencoe Glenview
Grayslake Itasca
Lake Forest Lake Zurich
Libertyville Lisle
Lombard Mchenry
Medinah Melrose Park
Morton Grove Mount Prospect
Naperville Northbrook
Palatine Park Ridge
River Grove Round Lake
Saint Charles Schaumburg
Villa Park Warrenville
Wauconda Waukegan
West Chicago Wheaton
Wheeling Wilmette
Winfield Winnetka
Wood Dale Woodstock

News & Events


Wine & Wealth - Expert Panel: Getting Fiscally Fit
When: 07/31/2019 | By: http://cedarcapitaladvisors.com/upcoming-events/
Location: Reserve 22: 485 Winchell Way Glen Ellyn, IL 60137
Details:Wine & Wealth: An Expert Panels Guide to Getting Fiscally Fit. This panel will include experts in their respective fields, including: financial planning, retirement planning, estate planning & taxes. ...more

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