Welcome
Holly P. Thomas, LLC was formed in 2007 to provide fee-only financial analysis, planning and education.  We do not touch our clients' money but help them strategize and integrate their business and personal finances. We sell no products other than the product of our own expertise, experience and creativity in helping our clients reach their goals. 
Professional Services
  • Personal CFO
  • Professional Speaking
  • Writing
  • Training
  • Compliance Training
  • Other special projects
These are important concerns, worthy of serious answers.

With 20 years in financial services, as well as an M.B.A., a Masters in Economics and a Certified Financial Planner designation, Holly built a practice by providing clients with sophisticated planning and access to proven professional teams.

As a fee-only financial planning practice, Holly P. Thomas, LLC  receives no referral fees or commissions from third parties.
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How may we help you?
Our clients often come to us with very important concerns on their mind.  For example:
  • What if I outlive my money?
  • How do I know how much is "enough" for me and my family?
  • It feels as though my financial life has been put together piecemeal.
  • I thought I was getting a relationship with a financial professional, but all I got was a transaction.
  • I'm not sure my financial professional really understands my goals - or what I'm all about.
  • How can I tell, exactly, what I'm spending to have my finances managed?
Holly P. Thomas, LLC | Ph:  813.489.1700 | 1901 W. Cass Street | Tampa, FL  33606 | www.hollypthomas.com
Copyright 2010 Holly P. Thomas, LLC.
What's new?
August 2010 - Holly spoke to the Wall Street Journal's Financial Adviser blog reporter, Zack Anchors, on the "Primacy of Estate Planning."  See the full article here.