Financial Fiduciaries Partners with Thomas Financial Planning
(Wausau, WI) – Financial Fiduciaries, Wausau, Wis., announces its partnership with Thomas Financial Planning, Land O’Lakes, Wis., effective immediately. The two investment firms are fee-only financial fiduciaries and share the common goal of serving as unbiased financial advocates for their clients.
“Our partnership with Thomas Financial Planning brings additional resources and strength to both firms, and extends our services to Northern Wisconsin and Upper Michigan,” stated Tom Batterman, principal of Financial Fiduciaries.
As a sole proprietor, Jim Thomas, owner of Thomas Financial Planning, said the partnership ensures that his clients’ needs are met for the long term. “I wanted to partner with another firm in order to provide continuity of financial management services for my clients should something happen to me and as I approach retirement,” Thomas explained. He selected Financial Fiduciaries following a two-year search. “I researched and interviewed many firms and selected Financial Fiduciaries for their long-standing reputation, breadth of expertise, stability, and commitment to their fiduciary responsibility.”
Through the partnership Thomas plans to continue managing his business and serving current clients “as usual” from his office in Land O’Lakes, knowing that Financial Fiduciaries is ready to serve his clients if and when the need arises. “We look forward to working closely with Jim and sharing our ideas and experience,” Batterman said. “As fee-only firms we share the same fiduciary philosophy and disciplined investment procedures. When the time comes because of health developments with Jim or upon his retirement, the transition for clients of Thomas Financial Planning to Financial Fiduciaries will be seamless.
About Financial Fiduciaries and Thomas Financial Planning:
Financial Fiduciaries was founded by Tom Batterman in 2010 as an outgrowth of Vigil Trust & Financial Advocacy. Thomas Financial Planning was founded by Jim Thomas in 2001. Both are fee-only investment advisory firms offering planning and investment services to individuals and businesses. Financial Fiduciaries also serves the needs of mutual insurance companies.