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About Us

 

Holistic Financial Planning...

...Aligning Your Financial Resources
with Your Goals and Values

 

We want to help you live the kind of life you want to live, on your own terms. Thompson Advisory Services is interested in you. We want to help you relieve the stress and uncertainty surrounding your finances. We want you to feel confident that you are on-track to meet your goals within a realistic timeframe. We do this work because we believe that it will have a tremendous impact on the quality of your life.

Whatever your current situation, financial concerns have an affect on your life and relationships. We can help you make the financial decisions that make the most of what you have now and help you build a more secure, enjoyable future.

When you work with us, you can expect:

  • Straight talk.
    We don’t sell any financial products nor do we receive any commissions. As a fee-only firm, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
  • All-inclusive approach.
    Together we evaluate all aspects of your finances and design a strategy in which each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other kinds of advisors.
  • Access.
    Life is constantly changing. For one annual retainer fee, you can meet with or speak to us as often as is necessary to help you accomplish your financial goals.
  • Value for your money.
    We are committed to providing value that exceeds our fees. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial planner should work to save you more than he charges you?
  • The highest professional standards.
    We are committed to The ACP Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve. Read the full pledge here.

About Founder, Troy Thompson, CFP®

Troy Thompson created Thompson Advisory Services to provide comprehensive and objective financial planning services to individuals and their families. He believes that this work can open the door to happier relationships, better health and more fulfilling lives.

After graduating from Harvard Law School and Cornell University, Thompson carried on a successful law practice with two global law firms where he practiced tax law. He is an expert in state and federal income taxation, and in the areas of qualified pensions and retirement plans, municipal bonds, complex derivatives, stock options, equity-based compensation plans, and selection and formation of business entities. Thompson also has extensive experience defending taxpayers before the Internal Revenue Service and state taxing authorities. He is licensed to practice law in both California and Oregon.

Thompson served as a trusted resource for businesses, financial institutions and government for over ten years. “I bring the same level of focus, clarity and experienced judgment to my personal clients as I provided for years to my institutional clients.” says Thompson. Clients of Thompson Advisory Services rely on his training and experience in tax and investment matters, and on his trusted guidance in life's most challenging and important decisions.

Thompson Advisory Services is a registered investment advisor with the States of California and Oregon. Thompson is a member of the National Association of Personal Financial Advisors, the Alliance of Cambridge Advisors, the State Bars of California and Oregon, and the American Bar Association. Thompson lives with his wife and two young sons in Portland, Oregon.

   

Contact us to learn more about the financial strategies that will help you achieve your goals.



Troy Thompson
Troy E. Thompson, CFP®
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