Charles Thomas, CFP® Intrepid Eagle Finance

About Charles Thomas, CFP®

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom.

The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances.

I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees.

I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business.

Charles Thomas with his wife and three kids in patriotic clothing.

I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too!

That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future.

I help families to find financial freedom while honoring what is important for today, tomorrow, and the future.

I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey.

When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family.

Visit our website to learn more about how we use technology to serve you wherever you are located.

Contact this advisor

Recently Published

How Has the Cost of Thanksgiving Changed? [2022]

November 22, 2022

Thanksgiving is coming up! The traditional dinner with turkey and trimmings is different this year. How? Inflation has hammered food prices throughout 2022. Find out how the price of Thanksgiving has changed over the years.

Read the full post →

10 Powerful Facts Every Family Should Know About Saving for College with a 529 Plan

August 17, 2022

529 college savings plans can have a massive impact on how your family pays for college. Learn 10 facts about how a 529 plan can be a gamechanger for how your family pays for higher education.

Read the full post →

Spotlight on Scripture: 24 Helpful Bible Verses on Investing

July 18, 2022

What does the Bible say about Investing? Scripture has lots of advice important wisdom on investing. Use our list to learn what Bible verses give direction on investing for your family's benefit.

Read the full post →

Visit the blog →

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Christian Faith Based
  • Coronavirus Relief
  • Couples/Partners
  • Family Financial Planning
  • Gen Y/Millennials
  • Pro Bono

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $149+/mo
  • AUM: 0.75%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...