Our Unique Approach

Responding to dynamic market conditions—while carefully managing risk—is the key to confident investing. At ThompsonBaker Financial, we provide access to a broad array of custom investment strategies spanning the risk and reward spectrum.

We consider risk management one of our key differentiators. By investing time upfront to determine the appropriate level of risk that a client can comfortably assume, we can then incorporate a variety of strategies offering downside protection.

But we don’t focus exclusively on capital preservation and the bottom line, we have strategies for every aspect of your financial life.

*No strategy assures success or protects against loss.

Our Services

Our collaborative process extends to the following services:

• Retirement planning
• Wealth management
• Estate and tax planning
• Trust services*
• Charitable planning
• Risk management
• Life Insurance

For each service, we adopt a high touch, personalized approach by tailoring our strategies—taking into account client-specific tolerance for risk, tax circumstances and liquidity needs.

Once we fully understand your goals, income needs and desire for capital appreciation, only then do we construct a highly-individualized portfolio or plan designed to fulfill your objectives. But it doesn’t end there. We stay involved with our clients and grow with them as their needs change.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Our Clients

Because we’re firmly entrenched in the fabric of the community, we’re fortunate to have many lasting client relationships that span multiple generations. We work with business owners, professionals and executives as well as families of substantial means. Among our clients are investors preparing for retirement, as well as those who have already made the transition.

We also welcome investors who have grown weary of administering their own wealth and are looking for a partner who will assume the oversight—allowing them to simply enjoy it.

In all cases, our clients value our independent advice and collaborative approach that results in a highly personalized solution.