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Contact Information

Troy Thompson, CFP®

Thompson Advisory Services

I created Thompson Advisory Services to provide comprehensive and objective financial planning services to individuals and their families. I love what I do because I know it helps my clients have happier relationships, better health and more fulfilling lives.

When we start working together, I will ask you how you want to lead your life and what your financial planning goals are. Then I will help you create a financial plan that supports your vision. The plan will be comprehensive and  include everything from tax preparation and planning to investment strategies, insurance and estate and retirement planning.

I charge just one annual retainer fee for the work we do together. This enables you to meet or speak with me whenever you have a question or your life circumstances and financial goals change.

My background and experience

After graduating from Harvard Law School and Cornell University, I created a successful law practice with two global law firms in which I practiced tax law. I am an expert in state and federal income taxation, as well as in the areas of qualified pensions and retirement plans, municipal bonds, complex derivatives, stock options, equity-based compensation plans, and the selection and formation of business entities.

I also have extensive experience defending taxpayers before the Internal Revenue Service and state taxing authorities and am licensed to practice law in both California and Oregon. I am a registered investment advisor with the States of California and Oregon,  a member of the Alliance of Comprehensive Planners (where I serve on the board of directors), the State Bars of California and Oregon, and the American Bar Association.

I live in Portland with my wife and two young sons. In my free time, I coach Little League baseball and volunteer with my children’s school.

Thompson Advisory Services is a Registered Investment Advisor firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Thompson Advisory Services would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

Services
Investment Management
Financial Planning
Retirement Planning
Tax Planning & Preparation
Professional Designations
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Member of Oregon and California Bars
Memberships & Associations
National Association of Personal Financial Advisors (NAPFA)
Alliance of Comprehensive Planners (ACP)
American Bar Association (ABA)
Additional Info
Taking new Clients
Fixed Annual Fee
Social Links
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