ThompsonBaker Financial

ThompsonBaker Financial Retirement planning
Wealth management
Estate and tax planning
Trust services
Charitable planning
Risk management
Life Insurance Augustine, FL community.

We’re proud to be part of the ThompsonBaker family—a venerable agency with deep roots in the St. Through the years, our loyal clients have grown to respect us for these guiding principles, which help shape our firm:
Independence matters. Knowledgeable professionals are our most important asset. Longevity—and a forward-thinking approach—creates a powerful combination. Independence Matters
Through t

he years, we’ve deliberately chosen to remain independent—avoiding ownership ties to banks, Wall Street or other third party investors. That way, we can base all our recommendations on our deep knowledge and objective experience, rather than biased analysis, product sales or commissions. And, by avoiding undue influence from corporate head offices or research divisions, we can offer a wide range of customized solutions instead of a limited set of proprietary products. Acting in the best interest of our clients is second nature to us. In fact, we believe it’s one of our key strengths: our clients feel confident knowing that our sole objective is offering the best-in-class strategies that help meet their unique needs. Our Most Important Asset? Knowledgeable Professionals
At ThompsonBaker Financial, our skilled professionals are our biggest asset. The depth of their financial acumen—from their understanding of investment theory to its day to day application in practice—truly sets us apart. With their diverse financial backgrounds and global outlook, our team has served as a strong anchor for clients in today’s world of ever-changing and interconnected capital markets. Experience
Longevity and a forward-thinking perspective
With ThompsonBaker Financial, clients get the best of both worlds: a firm with a long history of serving the St. Augustine community who has also remained vibrant and dynamic along the way. While celebrating our heritage and rich history, we continually seek to expand our offerings and keep abreast of industry innovations. We adopt a fresh, global-market perspective when creating our customized solutions. At the same time, we are grounded by the experience we've gained navigating the ups and downs of market cycles—which reminds us to keep a firm eye on risk when helping clients achieve their objectives.

This Memorial Day, we reflect with gratitude on those who gave their lives in service to our country and the freedoms we...
05/25/2026

This Memorial Day, we reflect with gratitude on those who gave their lives in service to our country and the freedoms we hold dear.

At Thompson Baker Financial, we believe financial planning should be about more than reacting to markets or checking box...
05/14/2026

At Thompson Baker Financial, we believe financial planning should be about more than reacting to markets or checking boxes once a year. It should be a thoughtful process built around your goals, your priorities, and the life you want to create over time.

Whether you’re planning for retirement, navigating major life transitions, or building long-term wealth, having a strategy in place can help bring clarity and confidence to financial decisions.

A well-designed plan doesn’t just focus on where you are today; it helps prepare you for where you want to go next.

A mother’s impact goes far beyond today; it shapes generations.Wishing a Happy Mother’s Day to the women whose love beco...
05/10/2026

A mother’s impact goes far beyond today; it shapes generations.
Wishing a Happy Mother’s Day to the women whose love becomes a lasting legacy.

The goal isn’t just to retire, it’s to retire well.With the right plan, your future becomes more than an idea. It become...
05/07/2026

The goal isn’t just to retire, it’s to retire well.
With the right plan, your future becomes more than an idea. It becomes a strategy.

Learn more: thompsonbakerfinancial.com

A thoughtful plan turns ideas about the future into real progress.Start building with intention today; Your future self ...
04/30/2026

A thoughtful plan turns ideas about the future into real progress.
Start building with intention today;
Your future self will thank you.

Learn more: thompsonbakerfinancial.com

Big goals don’t happen by accident; they’re built with intention.A thoughtful financial plan can turn future goals into ...
04/23/2026

Big goals don’t happen by accident; they’re built with intention.

A thoughtful financial plan can turn future goals into real progress, one step at a time. Trust yourself and your plan.

Start building your path forward.
Learn more: thompsonbakerfinancial.com

Financial planning isn’t one-size-fits-all.Different perspectives, priorities, and life experiences all shape how we thi...
04/16/2026

Financial planning isn’t one-size-fits-all.

Different perspectives, priorities, and life experiences all shape how we think about money.

That’s why the best plans are built around you.

https://thompsonbakerfinancial.com

This season is all about renewal, and it’s a great reminder that small steps today can lead to meaningful growth over ti...
04/05/2026

This season is all about renewal, and it’s a great reminder that small steps today can lead to meaningful growth over time.

Wishing you a Happy Easter!

Thompsonbakerfinancial.com

Goals are important, but they don’t happen by accident.A clear, thoughtful plan turns ideas into direction and progress ...
03/26/2026

Goals are important, but they don’t happen by accident.

A clear, thoughtful plan turns ideas into direction and progress into results.

We’re here to help you move forward with purpose.

Learn more: thompsonbakerfinancial.com

The future doesn’t just happen; it’s built through thoughtful planning.No matter where life takes you, having a strategy...
03/19/2026

The future doesn’t just happen; it’s built through thoughtful planning.

No matter where life takes you, having a strategy in place can help you move forward with greater clarity and confidence.

Let’s create a plan that supports the future you envision.
thompsonbakerfinancial.com

Address

61 Cordova Street
Saint Augustine, FL
32084

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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