Brian Thompson

CFP®, JD

Brian Thompson Financial LLC

Financial Advisor

Brian Thompson

CFP®, JD

Brian Thompson Financial LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brian Thompson, CFP®, JD

(312) 624-8320

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

Brian Thompson is a Chicago, IL fee-only financial planner. Brian Thompson Financial LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brian Thompson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Brian Thompson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Brian Thompson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Brian Thompson 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.

  • XY Planning Network
    Brian Thompson is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • XY Planning Network
    Brian Thompson is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • XY Planning Network
    Brian Thompson is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Brian Thompson

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Office Locations:

  • By Appointment
    Chicago, IL

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