Thoms and Associates
At Thoms and Associates, we are knowledgeable in retirement planning tailored specifically for federal employees and businesses unique to the Washington D.C. area. Our knowledge extends deeply into understanding the intricate details of employee benefits, which serves as a critical foundation for crafting personalized financial plans. We hold a firm belief that comprehensive financial planning, coupled with a sustained relationship with a financial advisor, represents one of the most significant investments you can make towards optimizing your financial future.

Our commitment to you goes beyond the initial stages of financial planning. We prioritize continuous engagement and remain responsive to the evolving needs of our clients. Our team is dedicated to providing you with the support and guidance necessary to navigate the complexities of financial planning, helping to ensure that your retirement strategy is not only well-designed but also adaptable to life's changes.

By choosing to work with us you're gaining a financial advisor committed to your long-term financial well-being. We understand the unique challenges and opportunities that come with working in the D.C. area, especially for federal employees, and we're here to leverage our knowledge to your advantage. Let's work together to build a prosperous future, with ongoing support every step of the way.


Advisors

Advisor photo for Brian Thoms

Brian Thoms

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Thoms's website


Team

Crystal Rivers

Crystal Rivers

Client Service Specialist,

Qualifications

  • Series 7, 66, Life Health and Annuities

Roles & Responsibilities

  • Account Inquiries
  • Money transfers/trades
  • Scheduling assistance
  • Client and account maintenance
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