Tom Poltersdorf of Beyond Your Exit Wealth Management is a member of XPX Philadelphia

Tom E Poltersdorf

Founder & Wealth Manager

Lebanon, Pennsylvania

Professional Profile

Call Me When

Call Me When... A business owner wants to exit but they have no Personal Financial Plan and no strategy to turn their proceeds into a sustainable income stream.

Contact Method

717-937-1612

Profession

  • Wealth Manager
  • Professional Certifications

    CFP, CEPA

    Functional Expertise

  • Financial Modelling
  • Investments
  • Risk management
  • Tax
  • Life Coaching
  • Exit/Transition Planning
  • Business Focus

    Helping owners prepare personally and financially for a successful exit and live a life of fulfillment after the sale.

    Transition Planning Certification

    Exit Planning Institute

    Client Industries

  • Business Services
  • Manufacturing
  • Real Estate/Construction
  • Client Results

    Membership

    Philadelphia Individual

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX