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

(973) 423-0043
robert.thompson@ceterafs.com
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About Us

A Family Firm Built To Serve Yours

Thompson & Thompson Consulting Inc., serves families throughout New Jersey, the East Coast, and across the nation. We help you navigate wealth, retirement, and tax planning with a steady hand, a clear plan, and a calculated strategy. Through our visual "Chess Piece" planning process, we help you see the whole board and plan several moves ahead—building a future where freedom feels familiar and your family can thrive, from one generation to the next. That generational mindset isn’t just for our clients—it defines our firm, too.

For over 50 years, the cornerstones of our firm have been its family-oriented focus and its enduring continuity—led first by Paul & Karen Thompson, now by their son Robert, and joined by grandson Nicholas. That legacy is more than a story; it’s a commitment to consistency, integrity, and showing up when you need us.

Make Every Move Count With Tax-Efficient Planning

Make Every Move Count With Tax-Efficient Planning

We bring together tax planning, retirement income strategy, and long-term investing into one clear, coordinated plan to effectively and efficiently manage your wealth. By factoring in taxes at every step, we help you keep more of your hard-earned money—while staying focused on what matters most: your goals, your timeline, and your ability to live fully today and tomorrow.

Clients Are Family, And Family Comes First

Clients Are Family, And Family Comes First

We believe in treating every client like family, and every member deserves a seat at the table. That’s why we don’t bill by the hour or clock the minutes when you need us. When you call, we pick up. When you come in, we listen. Over the years, we’ve laughed with clients, cried with them, and helped their families make strategic moves toward a future of freedom and abundance. It’s not just financial planning. It’s a relationship that grows with you.

What 50 Years Of Service Has Taught Us

After decades of sitting across the table from parents, children, and grandchildren, we’ve come to understand what matters most to our clients—and that matters to us. These values guide how we listen, how we plan, and how we show up.

Make Strategic Moves

We help you make confident, calculated decisions with our visual, step-by-step approach to income, taxes, timing, and tradeoffs. Our team ensures you always have a clear strategy that fits your life.

Keep It All In-House

From taxes to retirement planning, we bring everything together in one place—coordinated, connected, and built for real families who want clarity, value, and a full financial picture without the runaround.

Honor Every Generation

Our firm is a tight-knit family that’s been doing this for three generations. We believe in doing right by people, staying true to our word, and helping families like yours thrive for generations—the same way we always have.

Invest in Relationships

We take the time to build real relationships and paint your picture for retirement. No billable hours. No rushing the conversation. Just an open seat at the table, where you’re welcomed like family.

Here For You, Here For The Next Generation

Here For You, Here For The Next Generation

Thompson & Thompson Consulting has been a family-run tax and wealth management firm for over 50 years, with a legacy that spans three generations—father, son, and grandson. We understand what it takes to build and preserve a legacy that’s worth passing on. Families trust us to walk with them through life’s transitions and to show up for the next chapter—whether that means a retirement, a new career, or the next generation stepping in.

Recharge Your Life & Live With Purpose

Recharge Your Life & Live With Purpose

In his latest book, "Energize Your Life: Tap into Your Energy Reserves and Live in Each Moment," Paul Thompson teaches us how to break free from fatigue, negativity and “just-getting-by”. Whether you’re seeking more drive at work, enthusiasm in your relationships, or simply the will to embrace every day fully — let this book be a roadmap to a more vibrant, meaningful life.

Backed By Cetera, Focused On You

As a family-run firm, we believe in offering advice that’s both personal and powerful. That’s why we partner with Cetera. Their deep resources give us access to advanced research, proven strategies, and a national team of experienced professionals. Together, we’re able to deliver thoughtful guidance and solutions—tailored to your unique needs

Cetera Advanced
Planning Team

We collaborate with Cetera’s Advanced Planning Team to tap into specialized legal and financial guidance—so we can deliver better service, advice, and solutions.

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Cetera Investment Management Team

Cetera’s Investment Management Team equips us with independent research and portfolio insights, helping us design plans aligned with your goals, values, and risk comfort level.

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Cetera Financial Plan Design Team

With over 100 years of combined experience, Cetera’s Financial Plan Design Team supports us in building custom financial plans that solve for your unique challenges.

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Our Financial Partners

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Our Story, Values, And How We Serve You

  • Thompson & Thompson is a third-generation tax and wealth management firm. We’ve built our reputation on the strength of relationships and the depth of our expertise—rather than selling products or charging by the hour.

  • We believe in taking time to understand your values, family, and current situation. Then we tailor strategies that reflect what matters most to you. It’s planning that makes sense and gives you confidence for what’s next.

  • As a firm that offers tax preparation, investment planning, and insurance in-house, we remove silos between those services—ensuring your tax strategy, investment portfolio, and legacy planning all work in harmony.

  • We provide direct access, clear communication, and a long-term mindset. You’re not just another account—you’re part of our legacy, and we plan accordingly.

  • Success isn’t just the numbers—it’s when you feel confident, less stressed, and able to live the life you want. When that happens, we’ve done our job.

Who We Work With

See who we do our best work for at Thompson & Thompson Consulting, with personalized wealth management and tax planning.

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A Family-Oriented Approach

Discover how we tailor every tax, wealth, retirement, and financial plan to suit your family’s values, goals, and timeline.

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Meet The Team

Meet the multigenerational team behind the guidance—and discover why clients feel like part of the family.

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