About Me
Financial Guidance That Feels Like a Partnership
About
Let's Skip the Formalities
For more than 25 years, Brad has built his practice around something that has never gone out of style: genuine relationships. At Thompson Wealth Management, clients aren't account numbers or transactions—they're individuals and families Brad knows personally.
He believes financial planning works best when it's built on trust, open communication, and a deep understanding of each client's goals. That's why he makes himself accessible and available when clients need guidance. Whether it's a major life decision, a market concern, or a simple question, clients know they can pick up the phone and speak directly with Brad.
Over the years, this commitment to personal service has helped create lasting relationships that often span generations. Brad takes great pride in knowing the families he serves and being a trusted resource through every stage of their financial journey.
What Makes Me Different
What You Can Expect From Working With Me
In today's world, it's becoming increasingly rare to have direct access to the person managing your financial future. At Thompson Wealth Management, that's exactly what you'll find.
When you work with Brad, you'll never be passed from department to department or treated like just another client file. You'll have direct access to an experienced advisor who knows your goals, understands your situation, and is committed to providing thoughtful guidance when you need it most.
The relationships Brad has built over the years are rooted in trust, responsiveness, and a genuine commitment to helping clients feel confident about their financial decisions
My Mission
My mission is to help individuals, families, and business owners pursue their financial goals through personalized guidance, trusted relationships, and a commitment to always putting their needs first. Every client deserves advice that is tailored to their unique circumstances and delivered with care, honesty, and respect.
My Vision
My vision is to create a wealth management experience where every client feels valued, understood, and supported. By building strong, lasting relationships and remaining accessible throughout life's changes, I strive to be a trusted resource for clients and their families for generations.
My Core Values
Personal Relationships
I believe the strongest financial plans are built on strong personal relationships. Taking the time to know my clients, their families, and their goals allows me to provide guidance that truly reflects what matters most to them.
Accessibility
My clients know they can reach out whenever questions arise. Being available, responsive, and engaged is a cornerstone of the service I provide.
Trust
Trust is earned through honesty, transparency, and consistency. I work every day to build and maintain the confidence my clients place in me.
Commitment
Financial planning is a lifelong journey. I'm committed to supporting my clients through every stage of life and helping them navigate both opportunities and challenges with confidence.
Meet Me
The Person Behind the Plan
I'd love the chance to introduce myself. Here's a little about who I am, how I got here, and why I do this work.
Brad Thompson
Founder & Wealth Advisor
Brianne Murphy
Admin/Executive Assistant
Get Started
Let's See If We're a Good Fit
No pressure, no obligations — just a real conversation about where you are and where you'd like to go. I'd love to hear your story.