Todd Lermitte is dedicated to empowering clients to achieve financial clarity and confidence through personalized financial planning and strategic investment management.  By taking the time to deeply understand each client’s unique circumstances, aspirations, and challenges, Todd provides customized advice that guides individuals, families, and organizations toward their long-term goals.  His approach ensures clients feel secure and supported through every stage of their financial journey.

As a trusted partner, Todd serves as a personal CFO, seamlessly collaborating with attorneys, tax professionals, and other advisors to deliver a holistic wealth management experience.  His commitment to this comprehensive method helps clients navigate complex financial landscapes with ease and precision.

With his years of experience in financial services, Todd has built a reputation for integrity, expertise, and client-focused solutions.  Before joining Persimmon Capital Management, he honed his skills as a financial advisor at Foundations Financial Partners and Dakota Wealth Management, working with a diverse clientele to achieve their financial objectives.  Prior to his career in finance, Todd’s entrepreneurial drive led him to create businesses and even follow one of his passions to become a PGA member.  With his business experience he connects easily to the unique challenges entrepreneurs face, while his time in the PGA helping others succeed shaped his client-centered philosophy.

Todd earned a Bachelor’s degree in Psychology from James Madison University, which shapes his empathetic and insightful approach to financial advising.

Residing in Abington, PA, with his wife, Hannah, and their son, Todd enjoys golfing, fishing, and exploring new destinations with his family.  His dedication to building meaningful relationships extends beyond the office, fostering trust and connection with every client he serves.
 

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