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169 Ramapo Valley Road, Suite ML2, Oakland, NJ 07436

(973) 423-0043
robert.thompson@ceterafs.com
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Experience The Freedom Your
Wealth Can Create

New Jersey-based tax and wealth management firm focused on family-oriented, strategic
guidance that keeps you one move ahead.

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Live Fully Today And Thrive Tomorrow

Live Fully Today And Thrive Tomorrow

Thompson & Thompson is a three-generation, family-led tax and wealth management firm. We provide retirement planning, tax, and investment strategies with a personal touch. For over 50 years, we've built our reputation on relationships, not just on performance. We don’t believe in billable hours or cookie-cutter advice. Instead, we put people first, delivering personalized, adaptive strategies to help you live fully today and thrive for generations.

Visualize Your Strategy, Plan Your Next Move

Visualize Your Strategy, Plan Your Next Move

As an independent tax and wealth management firm, we take time to understand your values, your family, and where you’re starting from. Then we can tailor a plan that reflects what matters most to you. With a family-oriented mindset and our visual, step-by-step process, we help you see how each financial move connects to the next. It’s planning that makes sense and gives you confidence for what’s next.

Tax And Wealth Management Services

From tax preparation to investment strategy, our services are designed to grow with you. Whether you're retiring soon or inheriting a family legacy, we offer clear, everything-in-house support, every step of the way.

Financial Planning

Tax Planning & Preparation

Insurance Planning

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Pull Up A Chair, Let’s Talk Strategy

Start Planning Your Next Move

We believe trust is earned in conversation. No sales pitch. No pressure. No billable hours. Just open dialogue, experienced guidance, and a seat at the table whenever you need us. Connect with our family-owned tax and wealth management firm today.

Who We Serve

Individuals & Families

Individuals & Families

We help you organize your finances and live well today, while planning for the future and the retirement lifestyle and legacy you dream of.

Pre-Retirees

Pre-Retirees

We build a clear, tax-efficient strategy for retirement and your income so you can confidently transition into the next chapter.

Retirees

Retirees

From income planning to investment withdrawals, we help you enjoy retirement while staying prepared for life’s unexpected turns.

Small Business Owners

Small Business Owners

We help you with strategic retirement planning, succession, and how to integrate business assets into personal wealth.

See How We Can Help

Stay A Move Ahead With Financial Education

Looking for insights on tax, wealth management, retirement, estate planning, or investing? Our resource library includes videos, articles, and presentations that help break it all down—clearly and practically.

The History of Currency

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.
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Student Loan Payoff Calculator: Extra Payments Can Save You

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.
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The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
Learn More

Common Questions About Our Process and Philosophy

  • We’re a New Jersey-based, family-led tax and wealth management firm that focuses on relationships—not just performance. Rather than billable hours or cookie-cutter advice, we deliver personalized, adaptive strategies designed to help you live fully today and thrive for generations.

  • We offer integrated tax and wealth management services—retirement planning, tax strategy, investment guidance, insurance planning and more—all in-house so you get a cohesive, seamless experience rather than scattered advice.

  • We serve individuals and families, pre-retirees, retirees, and small business owners in New Jersey and beyond. Whether you’re building, transitioning, or preserving wealth, our goal is to help you stay one move ahead.

  • It starts with open conversation—no sales pitch, no pressure. We learn your story and goals first, then build a visual, step-by-step plan that connects what you have today with where you want to go tomorrow.

  • Because our roots are three generations deep, we bring family values into everything we do. We focus on your legacy, inter-generational transitions, and building strategies that serve not just you—but the generations after.

Let's Talk.
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