THOMAS A. FOGLIA

Managing Director; Philadelphia

 

 

 

 

 

 

Tom is a founding member of Integer Wealth Advisors Group and manages the firm's tax planning and compliance practice. He has extensive experience in managing complex multi-year income tax planning issues which includes understanding: stock options, passive activities, alternative minimum tax, capital transactions, divorce, state residency matters, trusts, business structure, retirement, and charitable giving.

 

Tom has extensive experience working with federal and state authorities to resolve income tax matters. His experience in taxation is integrated with our investment consulting practice, which includes developing tax efficient asset allocation strategies. As a Registered Investment Advisor Representative, he also has direct experience and relationship management responsibilities for many of our investment advisory clients.

Prior to starting the firm, Tom spent 18 years as a Director with Deloitte where he was responsible for the Mid-Atlantic Private Client Advisors Practice.

 

Tom is married and has three children. He resides in Gwynedd Valley, Pennsylvania.

Education:

Drexel University; B.S.

Villanova University; M.S. Taxation

Credentials:

Certified Public Accountant (CPA)

Personal Financial Specialist (PFS)

Registered Investment Advisor Representative

 Community:

Kelly Anne Dolan Memorial Fund;

  Former President and former Finance Committee Member

Philadelphia Society for the Preservation of Landmarks;

  Former Board Treasurer

Salem Education Foundation; Current Board Member

 

 

"I am both proud and honored

to act as a trusted financial advisor to our clients. It is a responsibility and privilege 

that I take very seriously." 

Thomas Foglia, Managing Director