A little about Ethos
Meet the Founder
Thomas Windom
Throughout my career, I’ve been blessed with the opportunity to work for nationally ranked insurance companies, well-known national investment management firms, and small local firms.
I’m forever grateful for the incredible people and places that I’ve had the opportunity to work with in the past. And while the experiences and knowledge that I gained working for other financial institutions has been invaluable, Ethos was born out of a sense of frustration with the current landscape of traditional financial advice.
There is a new wave of financial advisors that are shaking up the way that traditional financial advice is being delivered, and I want to be a part of that movement.
I started Ethos because I want to do things different. I started Ethos because I believe that every person deserves a financial plan that is uniquely theirs, I believe that everyone deserves access to financial advice no matter what their net worth is, and I believe financial advice doesn’t have to be strenuous and difficult to understand.
“clarity and simplicity are the antidotes to complexity and uncertainty.”
~ General George Casey
Professional Experience and Career Highlights
- 9 Years of experience in the financial services industry.
- Holds series 7 and 66 licenses, and currently pursuing the CFP designation to further enhance financial planning expertise.
- Previously co-managed portfolios totaling over $300 million
- Previously served on company financial planning committee
- Active member of numerous financial organizations:
When I’m not working, I enjoy spending time with my family and friends, watching a good show on tv, staying active, and cooking. Here are some of my favorite things:
TV shows:
The Walking Dead, New Girl, Parks and Recreation
Foods:
BBQ, Smoked meats, and Asian cuisine
Musicians:
Kendrick Lamar, Tame Impala, Lecrae
Hobbies:
Currently golf, but anything active (Volleyball, Weight Lifting, Jiu-Jitsu, Biking)
Our Mission
Our mission at Ethos is to help our clients gain clarity, confidence, and peace of mind with their finances. Our vision is that every client will use their money to live an intentional, purpose driven life, that is fueled by their values.
What kind of adventure do you want your life’s journey to be?
Ready for a change?
If you’re reading this, it sounds like you’re ready to shake things up a bit!
Our mission is to help you make the most of your money so you can truly enjoy life. It all starts with one simple question: What do you really want?
By getting to know you as a unique individual, we can create a personalized plan tailored just for your dreams and needs. Together, we’ll set you on the path to a wonderful retirement that feels just right for you!
Getting started is simple.
It starts with a conversation
Step 1 : Intro Call (15-25 minutes) – This is just a friendly conversation! Expect us to attentively listen to what’s on your mind and ask questions to clarify and better understand your immediate concerns and current financial situation. At the end of this call, if we think your concerns match our expertise, you’ll be offered a complimentary 1-Page Plan outlining the next most important steps for you to take to accomplish your goals.
Step 2: Crafting Your Personalized Plan
With the insights from our conversation, we’ll put together your personalized 1-Page Plan. It’s like a map that shows where you are and how to get to your financial destination. This will help you answer questions that might be on your mind:
- “Am I saving enough for the future?”
- “How can I make my retirement savings last?”
- “Are my investments really working for me?”
- “What could throw my plan off track?”
- “Is there a way to keep more money away from taxes now and in the future?”
Step 3: The Big Reveal (In-Person or Virtual)
Now’s the time for the grand tour of your 1-Page Plan. We’ll spotlight areas for growth and begin answering those big questions. You’ll see how strategic planning can illuminate the path to your financial goals and experience first hand what it’s like to be a client.
To wrap up, you’ll get to decide if you’d like to join forces with us. We’re ready to design, execute, and manage a financial plan that’s as unique as you are.
You’ll never feel any pressure from us! Our goal is for you to walk away from this conversation with actionable steps to immediately improve your financial life
Step 1 : Intro Call (15-25 minutes) – This is just a friendly conversation! Expect us to attentively listen to what’s on your mind and ask questions to clarify and better understand your immediate concerns and current financial situation. At the end of this call, if we think your concerns match our expertise, you’ll be offered a complimentary 1-Page Plan outlining the next most important steps for you to take to accomplish your goals.
Step 2: Crafting Your Personalized Plan
With the insights from our conversation, we’ll put together your personalized 1-Page Plan. It’s like a map that shows where you are and how to get to your financial destination. This will help you answer questions that might be on your mind:
- “Am I saving enough for the future?”
- “How can I make my retirement savings last?”
- “Are my investments really working for me?”
- “What could throw my plan off track?”
- “Is there a way to keep more money away from taxes now and in the future?”
Step 3: The Big Reveal (In-Person or Virtual)
Now’s the time for the grand tour of your 1-Page Plan. We’ll spotlight areas for growth and begin answering those big questions. You’ll see how strategic planning can illuminate the path to your financial goals and experience first hand what it’s like to be a client.
To wrap up, you’ll get to decide if you’d like to join forces with us. We’re ready to design, execute, and manage a financial plan that’s as unique as you are.
You’ll never feel any pressure from us! Our goal is for you to walk away from this conversation with actionable steps to immediately improve your financial life
Getting started is simple.
It starts with a conversation
Join us for a friendly 15-25 minute conversation! Expect us to attentively listen to what’s on your mind and ask questions to clarify and better understand your immediate concerns and current financial situation. At the end of this call, if we think your concerns match our expertise, you’ll be offered a complimentary 1-Page Financial Plan outlining the next most important steps for you to take to accomplish your goals.
We begin and end with what’s important. You.
