Thomas Jones Financial LLC is registered with the State of Michigan as an investment advisory firm. Thomas C. Jones is the firm’s sole owner.

Thomas Jones can provide financial, legal and tax advice to clients.

Thomas Jones Financial, LLC is a fee-only, fiduciary, investment manager, and financial planning firm. I only accept payment from clients. I do not sell commissioned products.

I serve as the investment advisor for client accounts that are held at a qualified custodian (brokerage firm).

I offer a complimentary first meeting to help you understand the services we offer.

I’ll tell you about how we work, about our fees, and why I believe our approach has significant advantages over other financial firms.

Most importantly, we will talk about your goals and what you expect to achieve by working together.

THOMAS C. JONES, J.D., CFP®, AIF®, ABFP™

Detroit College of Law

Juris Doctor (Law) Degree, with honors, 1985
Detroit College of Law is now the
Michigan State University College of Law

Oakland University

BA Political Science, with honors, 1981
Certificate in Personal Financial Planning
Former Estate Planning instructor

Working together with a financial advisor who is also an attorney has advantages:

1) Holistic Approach: We can produce a more comprehensive estate plan by fusing the financial knowledge of a planner with the legal knowledge of an attorney.

2) Coordinated Planning: When your financial records and legal documents are not in sync, it can lead to misunderstandings and unforeseen outcomes (such as out-of-date beneficiary designations that take precedence over a will).

3) Clarity and Efficiency: A financial planner makes sure your plan stays on course over time and fits into your overall financial strategy, while an attorney can arrange your plan for legal soundness.