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Our Story

Founded in 1996, Kalejta Financial Management is a privately-owned, investment advisory services and wealth management firm focused on retirement readiness. We provide independent and objective advice to a wide array of affluent individuals and families in Montgomery, Bucks and Chester county and beyond. The advisors at Kalejta Financial Management pride themselves on crafting unique strategies for each client. 

Our vision is to empower every client with the ability to develop purposeful strategies to build their wealth, protect their dreams, and achieve the retirement they deserve.

Our mission as an independent financial planning firm is to represent our clients and their interests acting in a fiduciary capacity.  We have made a commitment to excellence in everything we do. Our goal is to exceed our client’s expectations at all times. 

Thomas A. Kalejta, CFS®, ChFC®, RFC®, AEP®, CASL®, AIF® , ChSNC®


November 01, 1966 - February 15, 2020 Tom grew up in Pottstown Pennsylvania, graduating from St. Pius X High School, and receiving a BA in marketing from the Pennsylvania State University. Tom was founder and Chairman of Kalejta...

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Stephanie Serafin

Client Service Specialist

Stephanie is the most recent addition to the KFM team, joining in May 2020. She is currently working towards her Series 7 and 66 certifications, as well as her Pennsylvania Life, Accident, and Health Insurance license. She has a B.S....

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