“Perfection is not attainable. But if we chase perfection, we can catch excellence.”

At M. Thomas, we understand that your investments are only one aspect of your financial life.

To truly have an impact and make your financial life easier, we have to go beyond managing a portfolio or creating a budget; we have to appreciate why money matters to you.

We do not sell insurance and annuity products. We do not pick stocks in an effort to “beat the market”. We keep our recommendations simple, minimize our clients’ costs, and we never stop looking for value because we know there is always more to be found.