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!

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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.

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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..

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Our Services

Meet The Founder

Gary LoDuca CFP®, ChFC, AIF®

Founder, Owner & Chief Executive Thinker
I graduated from the University of Florida - College of Business in 1989 and joined First Union National Bank in 1990. I became a Investment Adviser...

We manage investment assets and design qualified and non-qualified savings plans for individuals and businesses.

Blogs

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity. This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the headlines. When Economic Signals Might Contradict Economic indicators paint a puzzling picture. Market gains create wealth while financial stress intensifies. Corporate profits surge while consumer confidence splits. Premium...
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation late. You're having it under pressure. So how do you start the talk without it turning tense? Here’s a guide to help you open the door with empathy, avoid common...

FAQ

Q

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.

Q

Is Thoughtful Advisors a Fiduciary Firm?

Yes. We are legally and professionally mandated as fiduciaries on behalf of our clients.

Q

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.