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Services

Life Planning

Our ultimate objective is to help you define and realize your financial goals. We develop comprehensive financial strategies in many areas of life planning based on your specific needs.

Investment Management

We take a top-down, goal-based approach starting with asset allocation. We develop a customized strategy that provides you with the best opportunity for achieving your personal goals. We act as your Chief Financial Officer.

Implementation Support

An Investment Policy Statement and Financial Plan must be executed well in order to succeed. These are just pieces of paper unless they are put into action. We will work with you to ensure these are covered.

Services

Life Planning

Our ultimate objective is to help you define and realize your financial goals. We develop comprehensive financial strategies in many areas of life planning based on your specific needs.

Investment Management

We take a top-down, goal-based approach starting with asset allocation. We develop a customized strategy that provides you with the best opportunity for achieving your personal goals. We act as your Chief Financial Officer.

Implementation Support

An Investment Policy Statement and Financial Plan must be executed well in order to succeed. These are just pieces of paper unless they are put into action. We will work with you to ensure these are covered.

About Mary Ellen Tomlin

Mary Ellen Tomlin, President and owner of Tomlin Financial Advisors, Inc., has over 20 years of experience advising families on financial decisions.

Mary Ellen Tomlin founded Tomlin Financial Advisors in 2007.

Beginning her career as a private banker at JP Morgan Private Bank in New York City, Mary Ellen later moved to Washington, DC where she joined Bessemer Trust Company as a client account manager. In both of these roles, Mary Ellen was entrusted with the financial estates of wealthy individuals. It was here that she gained the experience that she utilizes to assist her clients in planning their financial futures.

Mary Ellen holds an M.B.A. from Columbia University’s Graduate School of Business, a certificate in financial planning from the Georgetown University Center for Professional Development, and a B.S. in Business from the University of Alabama. Mary Ellen passed the highly competitive Certified Financial Planner® exam in 2004 and currently holds the CFP® certification. She also holds the Certified Trust and Financial Advisor designation. Mary Ellen was the graduation speaker for her Columbia Business School class in 2001.

Currently, Mary Ellen lives with her husband and son in Norfolk, Virginia. She is an active part of her vibrant community volunteering with many different networks to positively impact Norfolk and Virginia. Mary Ellen enjoys tennis and boating with her family.

About Mary Ellen Tomlin

Mary Ellen Tomlin, President and owner of Tomlin Financial Advisors, Inc., has over 20 years of experience advising families on financial decisions.

Mary Ellen Tomlin founded Tomlin Financial Advisors in 2007.

Beginning her career as a private banker at JP Morgan Private Bank in New York City, Mary Ellen later moved to Washington, DC where she joined Bessemer Trust Company as a client account manager. In both of these roles, Mary Ellen was entrusted with the financial estates of wealthy individuals. It was here that she gained the experience that she utilizes to assist her clients in planning their financial futures.

Mary Ellen holds an M.B.A. from Columbia University’s Graduate School of Business, a certificate in financial planning from the Georgetown University Center for Professional Development, and a B.S. in Business from the University of Alabama. Mary Ellen passed the highly competitive Certified Financial Planner® exam in 2004 and currently holds the CFP® certification. She also holds the Certified Trust and Financial Advisor designation. Mary Ellen was the graduation speaker for her Columbia Business School class in 2001.

Currently, Mary Ellen lives with her husband and son in Norfolk, Virginia. She is an active part of her vibrant community volunteering with many different networks to positively impact Norfolk and Virginia. Mary Ellen enjoys tennis and boating with her family.

Contact Us

Tell us a little about yourself to get started today. 

Contact Us

Tell us a little about yourself to get started today.