01. About Us

In the complex world of finance, whether you’re doing it yourself or working with an advisor, it’s easy to become overwhelmed with tactics, strategies and options. It shouldn’t be!

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02. Our Philosophy

Thoughtful Advisors “does things differently than the crowd” and we show thoughtful savers solutions they didn’t know existed so they “know what they can have” enabling them to make better decisions in their best interest.

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03. Our Process

We provide fiduciary based tax smart advice helping individuals and businesses get the highest quality, lowest cost and hassle-free strategies for financial success..

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Our Services

Meet The Founder

Gary LoDuca CFP®, ChFC, AIF®

Founder, Owner & Chief Executive Thinker
I graduated from the University of Florida - College of Business in 1989 and joined First Union National Bank in 1990. I became a Investment Adviser...

We manage investment assets and design qualified and non-qualified savings plans for individuals and businesses.

Blogs

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively. Here, we’ll explore why market corrections are normal, how understanding historical trends can offer reassurance, and why sticking with your strategy benefits your financial future. Understanding Market Corrections: How Common Are They? Market corrections—typically defined as a drop of 10% or...
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

FAQ

Q

Is Thoughtful Advisors an Independent Firm?

Yes. We are privately owned and operated. We select our own solutions and work with our chosen professional partners.

Q

Is Thoughtful Advisors a Fiduciary Firm?

Yes. We are legally and professionally mandated as fiduciaries on behalf of our clients.

Q

What is a Fiduciary?

A fiduciary is a professional who is legally obligated to put the interests of their clients ahead of their own. A fiduciary is held to the highest legal standard to “do the right thing” for their clients. A fiduciary must disclose any potential conflicts of interest as soon as practical to their clients.