Click the following link to access the Thomas Financial Advisors client login. 

Use this site to access account statements, calculate performance or view a consolidated view of all your accounts under management:

     Client Login

Click the following link to access your custodian’s website for account access:

     Charles Schwab

     SEI Trust Company

     ePlan Services 401(k)

Click the following link to access our risk tolerance questionnaire:

     Risk Tolerance Questionnaire