The Thompson Group

Based in Fairhope, Alabama, The Thompson Group has distinguished itself by providing customized advice and guidance to families across the country. We operate similar to a private boutique inside the global firm of Merrill Lynch Wealth Management, offering a suite of family office type services:

• Wealth Management Planning - We clearly articulate how each financial decision impacts financial security; both in the long and short-term. We focus on outcomes to the areas that matter to families: finances, health, work, leisure, family, and home.
• Investment Advisory Services - Have a clear understanding of your financial goals to help make sure your lifestyle is never disrupted. Our effort is to help preserve, secure, and enhance investment assets offering a completely objective asset allocation mix.
• Personal Banking Needs - Facilitate and take care of credit and liability management including mortgages, credit cards, banking, bill payment service, etc.*
• Friend and Confidant - We are intentional about impact every day. We will be in the trenches with you when family goals appear to be unbalanced and celebrating with you when life events and goals have been accomplished.
  _{*Banking products and services may be provided by Bank of America, N.A.}