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Tom Piro, CFP®, Enrolled Agent

Wealth Counselor |

Tom is a Wealth Counselor for Osborne Partners with over 15 years of experience in the financial services industry. Tom built his career working with complex clients at a regional wealth management firm and through management consulting roles at PricewaterhouseCoopers and Lattice Engines. He brings a broad skill set and passion for financial planning and investment management to our clients. Tom is an Enrolled Agent (EA), a tax professional who has passed a three-part IRS test covering all aspects of taxation.  The EA is the premier tax accreditation recognized by the IRS. Tom earned his BS in Business Administration, Summa Cum Laude from Saint Mary’s College. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Publications by Tom Piro, CFP®, Enrolled Agent

July 6, 2024 | Financial Planning

Underinsured and Overlooked
Affluent individuals and families often possess significant assets, refined financial portfolios, and live seemingly comfortable and secure lives.  But even with substantial wealth, they can still have their lives significantly […]

April 30, 2024 | Whitepapers

Why Typical Investors Underperform
Despite the ease of entry to investing and the availability of vast resources, retail investors often lag the market due to behavioral biases, lack of expertise, and falling for traps […]

February 15, 2024 | Whitepapers

High Impact Tax Strategies for Affluent Individuals and Families
At Osborne Partners, we believe there are a number of potentially high impact tax strategies that are worth evaluating now. Some of these strategies will be optimally implemented during low-income […]

October 4, 2023 | Whitepapers

Financial Strategies to Evaluate for Senior Professionals
Taking on a new role as a senior professional is certainly an exciting time in one’s career and can come with unique opportunities and complex challenges related to financial planning […]

July 6, 2023 | Financial Planning

Effective Strategies to Protect Your Finances in a Growing Age of Scams and Fraud
As financial scams become more sophisticated and believable, it is increasingly important to educate yourself and protect your finances.  Have you ever received a suspicious email, text, or phone call […]

July 17, 2022 | Financial Planning

Smart Things for Investors to Do During Periods of Volatility  
You can’t control a volatile market, yet you can control your strategies and rein in emotions to lower the probability of making a costly mistake.  You can’t control a volatile […]

June 8, 2022 | Whitepapers

Concentrated Stock
The numbers are stacked against the individual concentrated stockholder. Additionally, there are many complex decisions to make. It is critical to start the planning process sooner rather than later.  

October 12, 2021 | Financial Planning

Three Powerful Tax Strategies to Evaluate Now
With 2021 coming to a close, and major tax code changes being debated in Washington, now is an opportune time to evaluate three powerful tax strategies, which could be advantageous […]
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