Thomas Koleski

CFP® AIF®

Managing Partner & Head of Financial Planning

Cedar Capital Advisors


Barrington, IL
Anywhere / Virtual Meetings
Thomas Koleski

Fee-Only financial planner located in Barrington, IL, serving clients locally and across the country

Contact Me

Send Thomas a Message

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Get to Know Thomas Koleski

Thomas Koleski is a CERTIFIED FINANCIAL PLANNER® professional with over 17 years’ experience in financial services.


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 many 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.

Whether it’s related to an asset class, fees, or an investment vehicle, my true passion is educating the client and helping them reach their goals. My clients range from first time investors to experienced high net-worth individuals. As fee-only fiduciaries, we 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 goal is to become an essential partner to our clients by helping them pursue their vision of financial success through detailed, independent advice.

Before joining Cedar Capital Advisors, Tom was a Sales Director for the Institutional Group at Morningstar, helping institutional consultants with manager due diligence and asset allocation. Tom also served as Vice President with Claymore Securities. Tom earned a BA from the University of Dayton and lives in Glen Ellyn with his wife, Elizabeth, daughter Keira, their two sons Tommy & Casey and their two Boston Terriers Maisy & Mikey. Tom enjoys spending time with his family coaching kids’ sports, cooking & wine, golf, running, music, and playing guitar.

Show More

I Can Help You With:

  • Holistic Financial Planning
  • Retirement Income and Savings Strategies
  • Investment Management
  • College Education Planning
  • Social Security Strategies
  • Risk Analysis

    Office Locations

    • 330 E. Main Street, 3rd Floor - Barrington, IL 60010

    FeeOnlyNetwork Disclosure

    Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

    Outdated Browser Detected!

    If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

    Download a newer browser
    BESbswy