Thompson Advisory Services Employee Directory
Financial ServicesOregon, United States2-10 Employees
Thompson Advisory Services is a financial services firm based in Portland, Oregon, offering holistic financial planning to align clients’ money management with their life goals. The firm provides comprehensive guidance across tax planning and preparation, investments, insurance, estate and retirement planning, budgeting, and other related concerns, aiming to deliver practical recommendations and support clients through implementation. As an independent, fee-only advisory, it does not receive referral fees or commissions, instead charging a fixed annual retainer that covers meetings and ongoing access to a personal financial advisor as circumstances change. The business serves individuals seeking a objective, tailored financial plan that can adapt over time. The firm positions itself as a local independent advisor focused on providing comprehensive, objective advice rather than product-selling, within the broader financial services industry.