History

1984

After achieving national success at Xerox Corporation and being offered a management position, Tom Sedoric chose to pursue a career focused on serving others at Prudential Bache. His desire to leverage his knowledge of finance, markets, and psychology while prioritizing client service was the catalyst for launching a distinctive and fulfilling career that ultimately led to the creation of The Sedoric Group.

1985

The local office of PruBache is acquired by A.G. Edwards, and it is during this transition that Tom notes the stark difference between large conglomerates that prioritize profits and the A.G. Edwards approach of serving a client’s best interests. A.G. Edwards was later known nationally by their tag line “Fully Invested in our Clients”.

1986

Tom writes “The Myth of Deferral,” an article where he questions the common practice of allocating one’s savings to pre-tax 401(k) plan and deferring into an unknown future tax landscape. He begins contributing regularly to the New Hampshire Business Review and other publications, and in later years, some of his more notable pieces can be found in The Wall Street Journal, CNN Money, Investor IQ - The Financial Times, Dow Jones MarketWatch, Reuters, Forbes, and Barron’s Magazine.

1989

Tom assists the family owner of one of New Hampshire’s largest utility companies defeat a rare hostile takeover attempt. The corporation remains independent and thrives in the years that follow. Tom also assisted one of the nation’s fastest growing NH based technology companies with employee, officer, and director transactions after they became publicly traded.

1990

Tom, formerly a corporator to Piscataqua Savings Bank, is elected to its Board of Trustees. Piscataqua Savings Bank remains a mutual savings and community bank after its founding in 1877 and expands trust services during Tom’s tenure.

1999

Tom and his colleague Joseph Barry encourage A.G. Edwards senior management to allow select advisors to act as fiduciaries, rather than brokers, for their clients. Upon inception, A.G Edwards named the new Investment Advisory platform, “The Sedoric Advisory Program,” a nondiscretionary advisory platform that allowed a very select group of advisors serve their clients as fiduciaries.

1999

Glass Steagall is repealed allowing banks to acquire investment and brokerage firms leading to the financial crisis of 2008-9.

2000

Tom facilitates the founding NH Jump$tart coalition, a financial literacy program for youth designed to teach real-world financial skills and principles. Ed Finn, the editor of Barron’s Magazine later visits New Hampshire to speak to a statewide gathering of administrators, policy makers, and educators to further the message of financial literacy.

2004

Tom and his growing team are featured in A.G. Edwards’ annual report, where the company highlights The Sedoric Group’s innovative, client-centric service model. Colleagues Kandice Tuttle, Kimblerly Neely, Suzanne Mello, Michele Richard and Vicki Walters contribute significantly to the growth of The Sedoric Group and their approach to serving clients over the years.

2005

During his career in the mortgage industry, Casey Snyder attends a CFP® open house and learns what it means to be a fiduciary for clients. With a dual degree in Psychology and Sociology, and a passion for helping others, he decides to pursue a career as a financial planner.

2009

Barron’s recognizes Tom Sedoric as one of the top advisors in the nation. Tom and The Sedoric Group are acknowledge by Barron’s multiple times in the following years (Top Advisor 2009, 2010, 2011, 2012, 2013).

2010

After several years as a sole practitioner, Casey begins working alongside Tom and officially joins The Sedoric Group in 2015. He earns his CFP^® designation in 2017.

2014

Barron’s Magazine publishes a feature article about Tom titled “A Top Advisor Takes a Different Tack,” highlighting his unique and tax-centric approach to financial planning and investment management. Tax efficiency becomes a critical component of best practices nationally.

2014

Erika Sullivan moves to New Hampshire and meets Tom and Casey. Having worked with many advisors in her previous role, she recognizes that The Sedoric Group is unique and seizes the perfect opportunity to transition her career to financial planning and serving the public. She joins the practice under the stewardship of Michele Richard that year and earns her CFP^® designation in 2020.

2016

After developing a passion for client advocacy in her early career within the financial industry, Brittany Beard joins The Sedoric Group, where she has an enriching opportunity to build personal relationships with clients.

2017

Tom befriends Paul Volker, former Chairman of the Federal Reserve Bank and one of the country’s greatest public servants. Tom later publishes in 2018 “It’s Time to Break Up the Big Banks,” an article outlining how large financial institutions represent systemic risk for our banking system and was edited by Mr. Volcker’s staff.

2018

The Sedoric Group leaves Wells Fargo Advisors and joins Steward Partners, an independent, employee-owned partnership. The team has one of the most successful transitions in Steward Partners’ history, led by then-manager, Erica Kelly.

(Weekend in Portland to celebrate our clients’ transition)

2019

Casey is featured on the Forbes SHOOK Next-Gen Best-in-State list (2019). Throughout the years, Tom and Casey are honored by Forbes Best-in-State (Tom - 2018, 2021, 2022, 2023, 2024; Casey - 2023, 2024)

2020

Casey is named to InvestmentNews’ 40 under 40 list. He also begins his two-year tenure on the Technology Advisory Council at Raymond James, a group responsible for providing guidance and direction for how the firm invests and develops its technology platform to best serve their clients.

2022

Erica Kelly joins the The Sedoric Group as a Wealth Management Associate, having worked with the team for four years prior in her role as an Operations Manager at Steward Partners. Erica was instrumental in facilitating the team’s move from Wells Fargo to Steward Partners.

2024

40 years later, The Sedoric Group rebrands to Clove Hitch Advisors at Steward Partners, a name coined by Annie and Barb Sedoric, representing the multigenerational team and ongoing commitment to enhancing client’s lives with flexibility and strength for which the Clove Hitch knot is known.