My Mission

I help affluent individuals create a plan to immediately or eventually transition into something greater.  Some call this retirement, some call it pivoting or reinventing – but it all comes down to crafting a fluid wealth plan, helping to give you freedom to live your life and be the hero of your own story.  

How Am I Different? 

You have a lot of choices when it comes to choosing a Financial Advisor!  So, in addtion to my credentials – Certified Financial Planner™ and  Certified Wealth Strategist®, here are three ways I am different:

1.  I deliberately focus my female owned, wealth management concierge practice on fewer than 100 select clients and their families.  Why?  Because I can give more attention to relationships and really get to know my clients and their families.  Your access to me is not thwarted by an automated service or assistant - you are given my cell phone number to use to text or call me directly.  My energy, commitment and efforts are focused on you, the client.  For this reason, I am intentional about who I take on as a client and only engage with High Net Worth individuals who I think would be a good fit for my practice and vice versa. That is why the first step in my process is a 30 minute phone call where we determine if there is a fit between what you are looking for and what I can deliver.  Minimum investable assets are $500k. 

2.  I am virtual! Since before the pandemic, I have embraced a virtual practice and am constantly striving to improve my technology in order to deliver to you a streamlined, meaningful and productive experience.  I am so comfortable with this process that I invite you to embrace it too! I believe that being virtual has made the time I spend with my clients more efficient and focused resulting in a wonderful blend of art and science.  

3.  The advice I give draws from a number of services and strategies, specially crafted over decades of experience to help manage your wealth.  One size does not fit all and the recommendations I make for advisory services and the hiring of strategists and money managers may differ from one client to the next.  Advanced strategies are custom tailored to YOUR unique needs.  

The essence of who I am and what I do comes to life through the experience I deliver to You.  

To Laura Thompson, living well means living with a sense of authenticity, a sense of security, and the freedom to pursue a dream.

It means going to the Keys to tarpon fish and scuba dive, enjoying a stroll along St. Augustine's historic St. George Street, or actively working to help make her community a better place.

It means teaching or practicing yoga  - on land or on her paddleboard - and spending time with her horse and her family.

It means having fun and having a meaningful life.

As a CERTIFIED FINANCIAL PLANNER®, Laura helps people plan to realize dreams of their own. She advises a select clientele who want to sustain or enhance their lifestyle in an active retirement.

Laura, too, has lived an active life. She grew up in Northern Virginia, swimming competitively for over a decade; to this day, she loves the water and anything that has to do with the beach.

After graduating from the University of Florida with a degree in Public Relations, Laura looked for a career that would allow her to help people in a direct and meaningful way. Financial planning meant more than just numbers; it meant collaborating with families to fulfill dreams. She helps great minds craft purposeful financial futures...

Laura is an active member of the Financial Planning Association (FPA)  and Altrusa International of Lake City, Florida.

Members of the Financial Planning Association meet with State Senator David Simmons.