M. Thomas Capital Management was founded on the simple premise that everyone can use a little help in this complex financial world.
The specific ways M. Thomas helps our clients varies widely based on their individual needs. If a client feels financially “uneducated”, we will be a teacher. If a client is taking on significant risk, we will be a voice of caution. If a client is anxious about their financial future, we will be an ear to listen.
Before we can take our first step together, we need to understand and meet the client wherever they are on their financial journey. As we move forward, our clients’ success is a prerequisite for our success.
M. Thomas Capital Management was founded by Tyler Koepf, a Fee-Only financial planner, Lawyer and Certified Public Accountant, located in Chagrin Falls, OH, serving clients throughout the Cleveland area and across the country.