Brian Thompson Financial

Brian Thompson Financial provides financial planning and portfolio management to individuals, high‑net‑worth individuals, and corporations or other businesses. The firm’s service menu includes a Comprehensive Care personal planning program and a business‑focused Comprehensive Care model that integrates planning, investment advisory services, and coordination with outside managers.

The firm’s stated investment approach is primarily passive, using diversified allocations built with low‑cost index mutual funds and ETFs, while also recommending and monitoring third‑party outside managers where appropriate. Client work follows an intensive first‑year planning cadence with ongoing quarterly or semiannual reviews, regular tax‑return and employee‑benefits reviews, and a two‑phase business offering (Discovery followed by tiered ongoing advisory or fractional CFO support).

Distinctive features in the brochure include an affiliated tax practice (Brian Thompson Tax LLC) and disclosure that the principal spends a portion of time preparing taxes and providing tax representation; the adviser also reviews or prepares tax returns for clients for an additional fee, which is an uncommon arrangement for independent advisers. The firm also scopes operational and project‑based services (bookkeeping, payroll support, restructuring projects) and offers tiered fractional CFO work for owner‑led businesses, a combination that situates it to handle business and tax issues that many solo independent advisers do not typically provide.