Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies

Community participation

Karen is mentoring a high school student as part of the Montgomery County Ohio College Promise program. Working with young people to figure out their futures is of timeless importance.

Jason is part of the Tipp City Rotary, an international service organization that provides humanitarian services both locally and around the world. It has been a valuable way to connect with others in our local community who feel strongly about doing and being good for all people.

Thompson & Associates is a proud sponsor of the Second Story Secrets tour in Troy, OH which is the main fundraiser for Troy Community Works, a CDC focused on our town.