thompsonbakerfinancial logo

WELCOME TO
THOMPSONBAKER FINANCIAL

ThompsonBaker Financial
An independent financial services firm, ThompsonBaker Financial draws on hands-on and astute financial experience to create tailored strategies for our clients’ retirement, income and investment planning needs. We are a long-standing and prominent member of the St. Augustine community, with a highly-regarded reputation for deep experience, robust options and careful attention to managing risk.
emailicon

Our Clients

We have many clients who share your same concerns—sometimes it just takes a little help getting started.

Learn More

Our Team

Our seasoned professionals are dedicated to delivering sound, objective advice that will help you .

Learn More

Our Services

We use state-of-the-art financial planning tools to create a roadmap for you—wherever you might be in life.

Learn More

ALAN BRATIC VOTED
BEST FINANCIAL PLANNER IN
"THE BEST OF ST. AUGUSTINE"

Best of St. Augustine per readers of the St. Augustine Record. Listing in this publication is not a guarantee of future performance or success. This award should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

Learn More

Responding to dynamic market conditions — while carefully managing risk — is the key to confident investing. Our Approach

About Us

A Full Service Financial Consulting Firm

We're proud to be part of the ThompsonBaker family -- a venerable agency with deep roots in the Saint Augustine community.

Learn More

Our Team

Expert Guidance

A major determining factor in your ability to work toward your goals is getting the proper advice.

Learn More

Our Services

Unified service process

Retirement Planning | Wealth Management
Estate and Tax Planning | Charitable Planning
Trust Services* | Risk Management | Life Insurance

Learn More