Service: Investment Management
We put your savings to work for you
Personalized Risk Measurement
RMD Management
Aligned with your Goals
Tax Smart Options
Guidance in Down Markets
No Sales Incentive, Fee-only Advice
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 GoogleAdvisor Fee Comparison Calculator
If you’re considering working with a financial advisor you should know what you’re fee is costing you in portfolio growth.
Compare the 1% AUM model V.S. Longitude Financial’s compound fee
Your results will estimate the total savings over 10, 20 and 30 years and let you know how quickly it breaks even when compared with an AUM only fee model.
Our Investment Philosophy
Diversified
Buy the hay stack, not the needles. Equity investing can be volatile and includes more risk than other types of investments. We limit our exposure to any single company by diversifying our holdings.
Long-term
Investments aren’t short term decisions. We believe that a twenty year time horizon for holding stock investments is an appropriate frame of mind to have when considering to buy an equity position.
Traditional Investment Alternatives
For our experienced clients, we offer access to alternative investments. Some examples of the alternative options we provide are structured notes, private REITs and interval funds. We also offer alternative strategies which trade on formulas uncorrelated to stock market metrics.
Cost-conscious
We search for funds that are the best value for our clients. We aren’t seduced by the latest and greatest fund managers because we know that their performance is often short lived and their management fees can erode long term growth. Our preference is to choose funds with low management fees and time-tested strategies to hold them for the long term.
Our Partners
How it Works
With our “Core and Explore” approach, we invest most of your money in “core” investments that align with your risk tolerance.
Then, you can “explore” by choosing a smaller part for other investments that may have more risk but could bring more reward.
This way, you mix safety with the chance for growth. It helps keep your plan balanced and on track for your goals.
Price Tiers
Investment Management fees change based on your service bundle and the complexity of the investing strategy.
THIS IS FOR YOU IF:
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The financial system is complicated. We’re fiduciary advisors that work with you to make recommendations in your best interest.
Our independent structure nature allows us to provide you with the support you need
We invest in stocks and bonds on your behalf. You can live your life without the fear of missing out on stock market gains.
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Our Investment systems and solutions keep our clients on track to reach their goals.
We do the investing for you and meet at least once per year to discuss your account performance and future.
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Most of our clients pay far less in management fees. This keeps more money in your account, growing for your future.
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We check your 401(k), 403(b), Rollover IRA and Roth IRA accounts to be sure that they align with your risk tolerance.
We also audit your accounts for opportunities to pay less in fees and increase returns.