Navigate to Your Ideal Future

Wealth Management, Investment Management, Tax Planning, Coaching, and Small Business Services

Our Approach

We are a Fee-Only Fiduciary financial advisory practice

We provide personalized recommendations to maximize and optimize your financial life.

Let's Talk
Let's Talk

What Clients Say

“Thomas has been a wonderful financial advisor to me for the past two years. His sliding scale makes it so that there is no barrier to entry when it comes to planning for the future. 📈

When we started working together, I was flipping grilled Cheese for customers, grinding in the service industry. Thomas was able to meet me where I was to right size my goals to my living situation. Now, as I find myself in a salary job the fundamentals of budget building that I’ve learned from Thomas have carried through and I’ve been able to reap the rewards of those positive habits, we’ve built together. 🤜🏻 🤛🏽

I highly recommend working with Thomas if you’re looking to invest in your future.”

-Financial Coaching Client

“Thomas provides expert advice and guidance to help us meet our retirement goals. Straight forward, no nonsense, and trustworthy. I would recommend his services to those just starting out through those well into retirement.”

-Wealth Management Client

“I highly recommend Thomas and Longitude Financial Planning! Thomas is excellent at what he does—professional, knowledgeable, and patient. Talking about finances usually makes me anxious, but he has a way of explaining everything clearly and calmly that immediately puts me at ease. After working with him, I felt more confident and less stressed about my financial decisions.”

-Wealth Management Client

These testimonials were provided by current clients of Longitude Financial Planning. No cash or non-cash compensation was provided. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. Read these reviews and more on Google

Know exactly how your financial advisor is paid.

You Can Expect

  • Transparent pricing

  • Aligned incentives

  • Fiduciary service

We never accept sales commissions from any of the recommendations we make.

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Providing You With a Trusted Partner

100% Client Retention

Since opening in April of 2024

Service Overview

For Individuals and Families

  • Wealth Management - Comprehensive

    • Full-service for complex personal cases

    • Best for those entering retirement

    • Best for those with employer stock positions

    • Best for those with assets other than stocks and bonds

      • Crypto

      • Real Estate

      • Small Business

  • Wealth Management - Core

    • Full-service for wealth building

    • Best for those with household income > $100,000 or net worth > $250,000

  • Financial Coaching

    • Done with you service for wealth building

    • Best for those with net worth < $100,000

  • Investment Management

    • Done for you stock, bond and alternative investing

Custom Quotes

For Businesses

  • Employee Benefits

    • Done for you: Business Retirement plans

    • Done for you: Employee Financial Coaching or Wealth Management

  • Bookkeeping

    • Done with you: Bookkeeping coaching

    • Done for you: Full-service bookkeeping

  • Lean Business Consulting

    • Done with you: Operations consulting

    • Done for you: System execution

If you have an issue related to your finances and you feel like it is not covered by our normal services, please contact us and if possible, we’ll make a custom offer.

We listen closely to our clients to provide them the services they need at prices they can afford.

Take the First Step

Click below to schedule:

Free Discovery Meeting
Free Discovery Meeting