Andy Thomas

CFP®, CPA

EP Wealth Advisors

Vice President, Advisor

Contact Me

Andy Thomas

CFP®, CPA

EP Wealth Advisors

Vice President, Advisor

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Andy Thomas, CFP®, CPA

Contact Me

303-225-8400

Website

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Andy Thomas is a Littleton, CO fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andy Thomas is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Andy Thomas had 6 years of experience in public accounting and 12 years as a financial advisor running an independent RIA when he joined EP Wealth Advisors in 2023. Andy specializes in serving small business owners who are seeking profitability and quality of life. Combining the expertise of a CPA and a CERTIFIED FINANCIAL PLANNER™ (CFP®), he helps people make the most of their life’s potential by supporting them on their path to financial independence. He’s humbled to have the opportunity to be part of the EP Wealth family. Andy is happily married to his college sweetheart; they and their three children are lifelong Coloradans who enjoy any activity in the great outdoors. For Andy, this includes skiing (though he claims he’s no expert), as well as mountain biking. He also spends a week every summer on his road bike traversing Iowa with some of his best lifelong friends. Family activities play a big part in Andy’s life. He’s learning about the complexities of volleyball as his older daughter develops her skills in that sport. And he’s equally enthusiastic about spending the day in a theater watching his younger daughter’s dance performances, or watching his son’s passion for basketball develop as his abilities on the court blossom. The Thomas family is passionate about the plight of those experiencing homelessness in their Denver community, and they support a local organization called Bus Stop Ministries that serves those in need.

Education

University of Colorado at Denver, M.S., Accounting

University of Colorado at Boulder, B.S., Accounting

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Andy Thomas 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.

  • CPA - Certified Public Accountant

    Andy Thomas is a Certified Public Accountant (CPA)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

Contact Andy Thomas

303-225-8400

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Office Locations:

  • 8081 Shaffer Parkway
    Suite 4
    Littleton, CO 80127

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