Thomas Campbell
CPA, MST, CDFA® | Financial Advisor
Thomas Campbell
MY WHY
Why I Became a Financial Advisor
If I could encapsulate my decision to become an advisor after more than 15 years in tax and accounting, I would simply say this: As a financial advisor, I help my clients with a financial plan so they can live fully.
MORE ABOUT THOMAS
Thomas Campbell, CPA, MST, CDFA® joined Forum Financial Management in 2014 and serves as a Financial Advisor in the Naperville office. With more than 15 years of financial services experience, Thomas is also vice president of John E. Campbell & Assoc., Ltd. As a Certified Divorce Financial Analyst® professional, he helps clients navigate through financial matters related to divorce.
Thomas has volunteered with As Good as Gold Golden Retriever Rescue of Illinois.
Thomas is a Certified Public Accountant. He earned a master’s degree in taxation from DePaul University in Chicago and a bachelor’s degree in business from Indiana University in Bloomington.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
