Charles Thomas (CFP®, MBA)

Charles Thomas focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Middle Income Client Needs
  • Millennials
  • Novice Investors

Planning Specialties

As parents, when we sit down to think about managing all the pieces of life that demand resources it can be daunting. The bible rightly gives the advice to be thoughtful about the cost of an endeavor before starting it. This is easier said than done. We serve as a trusted partner to help align your family's financial life so that it works in harmony with your financial goals instead of hindering them.

We serve as a fiduciary for our clients. This means that we place the interests of our clients ahead of our own. We do not accept commissions or referral fees. We structure the fees our clients pay in order to support our goal of serving their interests.

Click here to learn more about the services we offer to Christian families and our fee structure

Additional Information

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. 

The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. 

I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees.

Charles Thomas with his wife and three kids in patriotic clothing.

I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! I help families to find financial freedom while honoring what is important for today, tomorrow, and the future.

Click here to learn more about what Intrepid Eagle Finance can do to help your family

NAPFA Start Date

October 31, 2019

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This Office

429 Elizabeth Valley Ln Clover, SC 29710-6074 Phone: (803) 653-8500