It’s never too late to start planning.

I started Brian Thompson Financial with a simple goal: to educate and empower a new generation to take control of their finances. Now’s the time. I’m here to help.

Financial Planning Designed for Your Life

Personal finance is a sensitive topic. It can be daunting, especially in this era of marriage equality, the Affordable Care Act, complex tax laws and widespread student debt.

Now more than ever, Generation X and Y LGBTQ couples, families and professionals need someone they can trust on their side. That’s where I come in.

The Advice You Need, When You Need It

As a CERTIFIED FINANCIAL PLANNER™ and tax attorney, I have the experience and expertise to help you prepare for and navigate life’s inevitable transitions.  My role is to be your objective, supportive voice that helps bring to your attention new opportunities, avoid missteps, and offer advice based on what matters most to you.

Whether you’re preparing for marriage or home ownership, ready to start a family or change careers, chiseling down debt or just want a better handle on your budget, together, we’ll tackle your questions and build a stronger foundation for your future.

Hi. I’m Brian Thompson, JD, CFP®

After a decade representing individuals and businesses as a tax attorney, I wanted to make a bigger impact, and help people like you navigate the critical financial decisions that come with adulthood through knowledgeable, client-focused advice. I develop comprehensive financial plans that get you organized, help you make smart money decisions and proactively prepare for potential pitfalls.

I also offer a unique perspective for LGBTQ couples. Our opportunities for marriage and family planning have changed dramatically, and I know how exciting and confusing this time can be, having recently gotten married myself.

I will be your objective, non-judgmental guide in helping you get on the same page and financially aligned with your family’s values.  Additionally, I will help you understand all the benefits and protections available to you in this new landscape.

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.

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.