Thomas Kopelman

Thomas Kopelman is Co-Founder and Lead Financial Planner at AllStreet Wealth, a fee‑only financial planning firm serving high‑net‑worth business owners and executives aged 30–50. Through podcasts, blogging, and workshops, Thomas champions proactive, strategic wealth-building for his generation. 

Education

  • Bachelor’s degree from Butler University

Accolades

  • Named Top 23 Millennial Financial Advisor by Business Insider
  • Recognized as a Top Young Advisor to Watch (2023) by Financial Advisor Magazine
  • Selected as one of Investopedia’s Top 100 Financial Advisors in 2022 and 2023 

Expertise in

  • Strategic financial planning for equity‑compensated professionals
  • Tax‑aware wealth management
  • Investing
  • Retirement planning

Many don't make progress financially because every time a one-off expense comes their way, they’re not prepared. Sinking funds are a smart way to mitigate this.

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