Troy Thompson (CFP®, JD)

Troy Thompson focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

When you work with Thompson Advisory Services, you can expect:
 
Straight talk. I don’t sell any financial products nor do I receive any commissions. As fee-only financial advisor, my only compensation is what you pay for my professional advice. My complete focus is on what is best for you.
 
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that I pay a lot of attention to areas of your financial life that are often overlooked or ignored by other financial planners.
 
Access. Life is constantly changing. For one annual retainer fee, you can meet with me or speak to me often as is necessary to help you accomplish your financial goals.
 
Value for your money. I am committed to providing value that exceeds my fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
 
The highest professional standards. I am committed providing you the ethical and professional treatment you deserve. I work for you, and I am committed to your success.

Additional Information

I created Thompson Advisory Services to provide comprehensive and objective financial planning services to individuals and their families. Before founding Thompson Advisory Services in 2008, I carried on a successful law practice with two global law firms. I have been a trusted advisor and counselor to clients in business, finance and government for over ten years. I am an expert in state and federal income taxation, and I have extensive experience defending audits and appeals before the Internal Revenue Service and the California Franchise Tax Board. I am a CERTIFIED FINANCIAL PLANNER; practitioner and a member of the Alliance of Cambridge Advisors and the American Bar Association. Thompson Advisory Services is a registered investment advisor with the States of California and Oregon, where I am also licensed to practice law. I am a graduate of Cornell University, where I received an A.B. in American History. I earned my law degree at Harvard Law School. I live with my wife and two young sons in Portland, Oregon, where we enjoy bicycling, hiking and cross country skiing.

NAPFA Start Date

March 10, 2009

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This Office

315 Montgomery Street 10th Floor San Francisco, CA 94104 Phone: 415-954-7168

Other Offices

3339 SE Division St Ste B Portland, OR 97202-1497 Phone: 503-234-0721