Thompson Planning Group is a financial planning and investment management firm based in Charlotte, North Carolina. The group works with individuals, families, and business owners, offering private wealth and investment management alongside holistic financial planning. Its services include developing income strategies for clients approaching or living in retirement, as well as guidance on investments, estate planning, insurance, taxes, and broader lifestyle considerations.

For business owners, Thompson Planning Group provides continuity and compensation planning designed to help protect and grow a business. Its consultative approach considers both the financial structure of a plan and its potential effects on employees and company culture. Offerings include deferred compensation guidance, customized employee retention strategies, and exit planning for anticipated or unexpected departures involving partners or key employees. The firm also helps owners assess their strategic business plans and consider ways to reward and retain top talent.

The team includes investment, retirement-plan, disability-income, advanced-planning, and business-development professionals.