- About Us
- Savings Strategies
- Employee Benefit Plans
- Tax - Smart Planning
- Thoughtful Insights
01. About Us
In the complex world of finance, whether you’re doing it yourself or working with an advisor, it’s easy to become overwhelmed with tactics, strategies and options. It shouldn’t be!
02. Our Philosophy
Thoughtful Advisors “does things differently than the crowd” and we show thoughtful savers solutions they didn’t know existed so they “know what they can have” enabling them to make better decisions in their best interest.
03. Our Process
We provide fiduciary based tax smart advice helping individuals and businesses get the highest quality, lowest cost and hassle-free strategies for financial success..
Meet The Founder
Founder, Owner & Chief Executive Thinker
I graduated from the University of Florida - College of Business in 1989 and started in financial services with First Union National Bank in 1990. I...
We manage investment assets and design qualified and non-qualified savings plans for individuals and businesses.
Is Thoughtful Advisors an Independent Firm?
Yes. We are privately owned and operated. We select our own solutions and work with our chosen professional partners.
Is Thoughtful Advisors a Fiduciary Firm?
Yes. We are legally and professionally mandated as fiduciaries on behalf of our clients.
What is a Fiduciary?
A fiduciary is a professional who is legally obligated to put the interests of their clients ahead of their own. A fiduciary is held to the highest legal standard to “do the right thing” for their clients. A fiduciary must disclose any potential conflicts of interest as soon as practical to their clients.