About Us
Gary LoDuca, CFP®, ChFC
Founder, Owner & Chief Executive Thinker
Thoughtful Conversations Lead to Thoughtful Outcomes
After 25+ years in financial, investment and tax related services, I realized most business owners and successful employees weren’t getting specific actionable advice that was improving the bottom line results for themselves, their business or profession and their family. We think differently because that’s where value is created that benefits our clients.
Our Story
We started Thoughtful Advisors as a fiduciary-focused ethical alternative to corporate financial service providers. We help our clients “Understand What Is Possible” to improve their tax and financial lives through thoughtful strategies that address their specific expectations.
We believe Sir John Templeton was right when he said,
"If you want to have a better performance than the crowd, you must do things differently from the crowd."
We do.
Next Steps
Doing the same thing and getting the same results is the easiest path that most people take. Making a decision and doing something takes effort. Make a decision to have a thoughtful conversation.
