Broker Check
 
Wm. Brennan Thomas, CFP®

Brennan became an LPL financial advisor because he is passionate about helping others. “It’s easy to love your job when every day you’re able to make someone’s life a little better.”

Getting to know his clients on a personal level gives Brennan the insight he needs to understand what they want to accomplish and to build a financial plan that seeks to get them there.

As a Certified Financial Planner™, Brennan’s goal is to do what’s right for each client, which is why he feels at home at TFA. The firm’s comprehensive, tax-efficient approach to planning resonates with Brennan, because “it allows me to focus solely on my client’s goals – whether they involve achieving financial independence, putting kids through college, or running a successful business.”

Drawing on over a decade of wealth management experience, Brennan helps his clients filter the constant “noise” about current events and market news to keep them focused on their personal goals and the best strategies to manage them. By educating his clients about their options and then serving as an accountability partner, he helps give them confidence and clarity that they are heading in a direction consistent with their goals.

Forbes recognized Brennan as one of the Best-In-State Next-Gen Wealth Advisors* in 2023. He appreciates the value his clients place in him, and he feels it is an honor to work with clients and their families and have a positive impact in their lives. He credits his success in serving his clients’ needs to the support provided by TFA’s team-based environment.

When Brennan’s not helping clients, you can usually find him spending time outdoors with his wife, Alaine and his two daughters. He also enjoys volunteering with the Boy Scout troop he helped co-found in downtown Boston.


*The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980.  Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed.   Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.