Our Services
Financial Planning and Tax Services in Southern California
Personalized Services to Point Your Finances in the Right Direction
Can’t see the forest for the trees when it comes to planning your financial future?
Let us help you get a clear direction.
At Thomas Investment Advisors, we pair comprehensive financial planning with CPA-led tax strategy to help you see the full picture and move forward with confidence. Think of us as your all-in-one financial team, designed to handle the details and keep everything aligned. We listen to your goals and dreams, then create a clear map to get you started with regular checkpoints along the way to continue charting the best course possible.
Financial Planning
This is more than your investment portfolio — this is getting your money to work for you. Our financial planning services are tailored to fit your stage of life and individual goals. Here’s what we can help with:
Investment Management
Tax Planning
Estate Planning
Insurance Planning
Equity Compensation
Retirement Planning
Business Planning
Tax Consulting
Thomas & Thomas is the tax and accounting affiliate company of Thomas Investment Advisors that goes beyond simply preparing your taxes. We look at your financial goals through a tax-first strategy so your money is being used smarter. Here’s what we can help with:
Tax Preparation
Business Consulting
Trust Accounting
The Benefits of Both
Anyone can get a tax return prepared or have their money managed.
We do more by looking at the big picture for our clients as a fiduciary. By partnering with our team, you get the brains of CPAs and financial planners.
This means you’re not making decisions based on a single perspective — we give you the mountaintop vantage point by connecting your goals, cash flow, investments, and tax return into one clear strategy.
Your Financial North Star
What to Expect as a Client
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We aim to become a trusted confidante and advisor to you and your family — we’re invested in your dreams and celebrate your goals as you reach them.
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Help transform financial fear and confusion into confidence and clarity — we promise honesty, transparency, and education every step of the way.
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You don’t need to choose between a CPA or a financial advisor – we cover both, giving you a clear and strategic financial picture from every angle.
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You are an individual, not another number — we offer a high level of personalized services and financial solutions that have built our reputation since 1987.
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Have a nimble team in your corner — CPAs and advisors working together behind the scenes so you get timely answers, proactive guidance, and fewer handoffs when decisions need to be made.
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Get clear tools, strategies, and maps for how to reach your financial destination — we check in with you regularly and help coordinate all the moving parts of your finances.
What to Expect When Working with the Team
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We will hop on a 30 min phone call where we can get to know one another — we learn more about you, your situation, goals, etc. and you’ll learn our services, process, and how we can help you build a financial map for the future. From there, we will have you send some documents for us to assess and determine if we fit well to work together.
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If we are a good fit, a follow up meeting is scheduled where we dive deeper into your life to make sure we have a clear, detailed understanding of what you’re striving for. By the end of this meeting, the goal is to have the complete picture of your philosophy, vision, and resources so we can move forward with building the best possible map for you.
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With a full financial plan and set of advice ready, we get together and discuss what our thoughts are. We lay things out in detail and discuss how best we feel they should move forward. We also lay out our fees and next steps. Our goal is to help answer any and all questions you may have by the end of the meeting and officially call you a client.
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About a month after things are put into place, we will have a quick call to make sure nothing was missed and create space for questions. In addition to dedicated review meetings occurring 1-2 times a year, we perform ongoing check-ins to make sure we stay ahead of the curve with our clients. If at any point something pops up that is urgent or needs to be dealt with, we will be there to help.
Planning for the future is easier when you have a map that leads you to your goals.
We are here to help you make informed decisions by providing clear, straightforward advice tailored to your unique situation. Reach out to learn about personalizing your services and creating your financial map.