Brian Thompson Financial LLC
CCO and Managing Member
Brian Thompson is a Chicago-based, Fee-Only Financial Planner serving clients locally and across the country. Brian Thompson Financial LLC specializes in providing objective financial planning to help the LGBTQ community build and protect their assets through life's transitions. Brian Thompson is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
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.
Brian Thompson's fiduciary obligation is governed by:
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.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Tax Planning
- Retirement Planning
- Investment Management
- Business Planning
- Education Planning
- Estate Services
- LGBT Couples
- Young Families
- Entrepreneurs & Business Owners
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
Professional Designations & Affiliations
Brian Thompson is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Brian Thompson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Brian Thompson is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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