About My Practice
At Thomas Financial Associates, we are committed to helping our clients plan for their financial independence. Our core strength is our comprehensive approach to wealth management. Many firms provide management services, yet few successfully integrate them into a wealth management offering.
Thomas Financial Associates provides Personal Financial Planning, Wealth Management, Life Planning Strategies, Tax Planning and Preparation, and Risk Management that work together to support your unique needs and objectives.
Personal service will define all aspects of your relationship with Thomas Financial Associates. By bringing together specialists to support your goals, we deliver exceptional care and attention. By listening before acting, we provide advice that anticipates and responds to your unique requirements.
Through LPL Financial, we manage assets for select families, business owners, corporations, and institutions, and offer access to a full complement of asset classes and investment alternatives. Our service offerings, while diverse, are driven by a single priority: the integrated wealth management needs of our clients.
Kelly founded Thomas Financial Associates in 1999 and presently serves as the firm's Senior Wealth Advisor. He is responsible for all facets of the firm's wealth management process. Kelly has over 20 years of experience in helping high net worth individuals and families grow, protect, transfer and enjoy wealth.
Prior to founding Thomas Financial Associates, Kelly formed J. Kelly Thomas, CPA, P.C. in 1993, an independent CPA firm providing high quality tax and accounting services.
He has served as a Senior Tax Manager with both KPMG and Price Waterhouse, providing financial planning, tax, retirement and estate planning services to high net worth individuals, middle market and start-up companies. Kelly started his financial career as a Senior Tax Consultant for Dresser Industries, a Fortune 100 manufacturer and oil field services company based in Texas.
Kelly is a Certified Public Accountant in both Massachusetts and Texas. He is a member of both the Massachusetts Society of CPA's, where he served on their Personal Financial Planning committee, and the American Institute of CPA's, where he served on their Tax Committee. Kelly earned his Certified Financial Planner license in November of 1999 and is a member of the Financial Planning Association of Massachusetts. He earned a Bachelor of Arts Degree in Accounting from Baldwin Wallace College in Berea, Ohio. Kelly's securities licensing includes the Series 7, 65 and 63 in addition to his insurance license.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: MA, CT, RI, FL, OH, PA, ME, NH, Health/disability insurance: MA, CT, RI, FL, OH, PA, ME, NH, Fixed annuities: MA, CT, RI, FL, OH, PA, ME, NH, Variable annuities: MA, CT, RI, FL, OH, PA, ME, NH
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.