Troy E. Thompson

Troy E. Thompson

| CFP®, JD

Thompson Advisory Services, LLC

Fee Only Financial Planner With Offices in Portland, OR and San Francisco, CA

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

3105 SE Clinton Street
Portland, OR 97202

1750 Montgomery Street
San Francisco, CA 941111

Troy Thompson is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Troy Thompson created Thompson Advisory Services to provide comprehensive and objective financial planning services to individuals and their families. He believes that this work can open the door to happier relationships, better health and more fulfilling lives.

After graduating from Harvard Law School and Cornell University, Thompson carried on a successful law practice with two global law firms where he practiced tax law. He is an expert in state and federal income taxation, and in the areas of qualified pensions and retirement plans, municipal bonds, complex derivatives, stock options, equity-based compensation plans, and selection and formation of business entities. Thompson also has extensive experience defending taxpayers before the Internal Revenue Service and state taxing authorities. He is licensed to practice law in both California and Oregon.

Thompson served as a trusted resource for businesses, financial institutions and government for over ten years. “I bring the same level of focus, clarity and experienced judgment to my personal clients as I provided for years to my institutional clients.” says Thompson. Clients of Thompson Advisory Services rely on his training and experience in tax and investment matters, and on his trusted guidance in life's most challenging and important decisions.

Thompson Advisory Services is a registered investment advisor with the States of California and Oregon. Thompson is a member of the National Association of Personal Financial Advisors, the Alliance of Cambridge Advisors, the State Bars of California and Oregon, and the American Bar Association. Thompson lives with his wife and two young sons in Portland, Oregon.