Brian Thompson (CFP®, JD)

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

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Every client is unique, including you. Maybe you’re just starting to consider your financial goals, or you need first-rate tax planning. My services are highly customizable and offered at a range of price points to meet every budget.  Services include:

  • Comprehensive Financial Planning: A comprehensive financial plan considers every known variable, including your current income, assets and earning potential, lifestyle aspirations, risk factors and retirement goals, to predict how your finances will shape up in the future.
  • Financial Quick Start Program: In this one-time, 90-minute session, we’ll dive deep into your top questions and priorities. Popular topics include paying off student loans, setting up a retirement account, creating a monthly budget and family insurance plans. Whatever your concerns, together we’ll figure out where and how you can make a meaningful impact on your financial well-being.
  • Investment Advising: When it comes to long-term investment, a good strategy goes a long way. In addition to getting you set up with a low-cost, 24/7 portfolio management account through Betterment, investment advising services include asset allocation as well as quarterly reviews and rebalancing.

See my website for additional information and overview of costs.

Additional Information

After a decade representing individuals and businesses as a tax attorney, I wanted to make a bigger impact and help my peers navigate the critical financial decisions that come with adulthood through knowledgeable, client-focused advice.

My firm specializes in developing comprehensive financial plans for LGBTQ couples that help you thrive now and in the future by making good financial decisions today. Our opportunities for marriage and family planning have changed dramatically. I know how exciting and confusing this time can be, having recently gotten married myself. I focus on setting and achieving your goals, protecting and growing what you already have and guiding you to the lifestyle that brings you fulfillment and happiness.

I graduated cum laude from DePauw University and obtained my Juris Doctor from Boston University School of law. I earned my Certificate in Financial Planning from Boston University Center for Professional Planning, and received my CERTIFIED FINANCIAL PLANNER™designation in 2012.

I'm a contributor to Forbes and NAPFA Advisor Magazine's Efficient Planner Column. You can learn more about me and my story in my profile in the New York Times and on my podcast interview that was featured on The Huffington Post.  I look forward to getting to know and helping you.


NAPFA Start Date

May 25, 2016


This Office

310 N Desplaines St Unit D Chicago, IL 60661-2000 Phone: (312) 624-8320