Brian Thompson, CFP®, JD Brian Thompson Financial LLC

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About Brian Thompson, CFP®, JD

As both a tax attorney and a CERTIFIED FINANCIAL PLANNER™, I provide comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. Whether your a small business, freelancer or consultant, this is the place for you.

I hold a special place in my heart for small-business owners. I spent a decade defending them against the IRS as a tax attorney and have become one as a financial advisor. It’s a position filled with hope and opportunity. It gives you the most flexibility to create the life that you want. I also understand the added stresses of running a business while being a person of color and a part of the LGBTQ+ community. You may feel like you don’t have access to the knowledge that others do. I’m here to help lift some of that weight from your shoulders.

Every client comes to me with different goals and concerns. You may want a business that aligns with your values and authentically represents you. Yet, you don’t know how to get started. In our work together, we help you get clarity around your vision and guide you through the steps to structure your business in a way that serves your life.

You may already have a business that makes good gross revenue but that doesn’t provide much profit. It may also look very different from what you initially imagined. We will create systems that allow you to get back in control and keep moving towards the progress you want.

Or maybe you just feel stuck in the business and need help making ongoing decisions to ensure your business thrives and rewards you with the life you aspire to. In any case, I serve as your guide, advocate and thought partner helping you thrive in business and in life.

Because of my service to the LGBTQ+ community, I was awarded the Inspiring Leader Award by the National Association of Personal Financial Advisors (NAPFA) in 2018. I was also named to InvestmentNews’ 2018 “40 under 40”. I’m a contributor to Forbes and NAPFA Advisor Magazine’s Efficient Planner Column. 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 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.

When I’m not doing what I love professionally, I enjoy working out, cooking (and sometimes baking) and exploring Chicago, the best city in the world!

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Ideal Clients

  • Business Owners
  • Business Planning
  • Gen X
  • LGBTQIA

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $500+/mo
  • Quarterly Fee: $1,500+/qtr
  • Flat fee: $6,000+/engagement

 

SEC Records

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