Brian  Thompson

Brian Thompson

| CFP®, JD

Brian Thompson Financial LLC

(312) 624-8320

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Fee-Only Financial Planner serving the Chicago, IL area.

Specialties

  • Fee-Only Financial Planning
  • LGBTQ couples
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Employee Benefits
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning

Website

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By Appointment
Chicago, IL

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

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, manage, grow, and protect their assets through life's transitions. Brian Thompson is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Hi. I’m Brian Thompson, JD, CFP®

After a decade representing individuals and businesses as a tax and audit attorney, I wanted to make a bigger impact, and help people like you navigate the critical financial decisions that come with adulthood through knowledgeable, conflict-free advice.

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 both 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’m looking forward to getting to know and helping you.

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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 former tax attorney, I have the experience and expertise to help you navigate the path to financial freedom.

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.

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