Tp Investment Advisory Services, LLC

TP Investment Advisory Services is an independent registered investment advisor located in Westchester, Pennsylvania, owned and operated by Thomas Padilla. The firm provides comprehensive portfolio management, retirement plan consulting, and standalone financial planning services to individuals, high-net-worth clients, and retirement plans. When managing portfolios, TP Investment Advisory Services builds diversified investments using exchange-traded funds, mutual funds, individual stocks, and bonds, conducting regular reviews and rebalancing accounts as needed. The firm also offers financial planning and consulting covering retirement, estate planning, tax strategies, insurance, and real estate analysis. Clients typically maintain their accounts with Charles Schwab & Co., where TP Investment Advisory Services executes trades and debits advisory fees directly.