Who We Are
About Us
At Thomas-Johns Consultancy, LLC, we serve as a trusted guide for women, physicians, and business owners navigating complex financial lives.
With over 23 years of industry experience and licensure across 20+ states, our firm brings deep expertise, strategic insight, and a thoughtful approach to comprehensive financial planning. We understand that high-achieving professionals face unique financial challenges—from complex income structures to competing personal and professional priorities—and we are committed to helping our clients move forward with clarity and confidence.
Thomas-Johns Consultancy was founded on the belief that financial guidance should be both strategic and human. Our work is rooted in personalized planning, ongoing education, and long-term partnership. We don’t believe in quick fixes or generic advice—every strategy we create is designed to align with your goals, values, and stage of life.
We provide holistic financial planning through a collaborative approach, offering access to a broad range of services and strategic partnerships that support both personal and business financial needs. Whether you are building wealth, protecting income, or planning for the future, we work alongside you to simplify complexity and create a clear path forward.
At our core, we believe financial education is essential to financial peace. By helping our clients understand their financial picture, we empower them to make confident, informed decisions—not just today, but for the future they’re building.
Our Vision
To be the trusted financial partner for women, physicians, and business owners seeking clarity, confidence, and long-term financial well-being.
Our Mission
To provide thoughtful guidance, strategic planning, and comprehensive education that helps our clients navigate financial complexity with confidence and intention.
Our Values
Integrity
We operate with transparency, honesty, and your best interests at the center of every recommendation.
Education
We believe informed clients make empowered decisions, and we prioritize clarity over confusion.
Collaboration
We work in partnership with our clients and professional networks to support well-rounded financial outcomes.
Excellence
We are committed to delivering high-quality planning, strategic insight, and meaningful results.
Contact us
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