Jeff Thomas

Jeff Thomas, Founder & CEO, Archetype Wealth Partners
ROI Podcast Episode 139

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Jeff Thomas is Founder and CEO of Archetype Wealth Partners. He was named to Morgan Stanley’s Chairman’s Club in 2008, recognized within the top 2% of all advisors globally.  From 2009 to 2013, Barron’s magazine recognized him as “One of Texas’ Top Financial Advisors.” 

After 25 years of working at some of the biggest names on Wall Street, Jeff founded Archetype Wealth Partners, a pure fiduciary platform designed to help clients thrive across generations by connecting their money with their purpose. 

From advisors who are wired for more, to high-capacity business owners, Jeff Thomas is passionate about fueling leaders for greater impact. Jeff is the author of Trading Up: Moving from Success to Significance on Wall Street.

About AWP:
We exist to help families thrive across generations by connecting their wealth with their purpose. We are a non-traditional, wealth advisory company built to serve your entire family with complete representation (without the conflicts of interest present at many large institutions). Our unique process facilitates deeper conversations and creates space for you and your family to explore and define what matters most. We work collaboratively to provide sound investment advice and craft a strategic plan that mitigates the technical and relational risks to your wealth. We are passionate about delivering clarity and confidence so that your family may thrive.

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