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Make Smart Financial Decisions

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Personal financial planning and investment advice.

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Who We Help


You have goals and want to make smart financial decisions. You value time and relationships and want the advice of a financial professional. Whether you are investing to build wealth, protect your family, or preserve your assets, we can help.

Retired & Active Duty Military

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Federal Government Employees 

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Professionals and Families

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Small Business Owners

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*If this does not sound like you but you would still like to work with us, Contact us today so that we can learn more about your goals. 

What Sets Us Apart

Fiduciary

You deserve genuine financial advice, as an Accredited Investment Fiduciary we have taken an oath to work in your best interest.

Transparent Fees

You know exactly what it costs for our services. Our fees are straightforward.

Technology

You can engage with us virtually. We service clients from coast to coast and utilize technology to help deliver a great client experience.

Impact Investing

Align your investment strategy with your values. CFG Impact focuses on investment strategies that consider a broader range of factors to help meet your financial goals.

Specialists

Federal and Military Families have unique needs. We specialize in helping you pursue your savings and retirement goals.

Tax Smart Investing

You can't ignore the tax implications of your investments. We have the knowledge and tools to help.

I Want to Schedule a Meeting
Meet Tom Paup,&#160;CFP<sup>&#174;</sup>

Meet Tom Paup, CFP®

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Hello and thanks for stopping by. I'm Tom, President of Carlisle Financial Group, and since 2007 I have been helping people just like you make smart financial decisions. I am passionate about my client's financial lives and welcome you to contact our office to learn more about our services.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.