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Institutional Rigor, Personal Partnership.

Disciplined investing — built into a plan that’s entirely yours.

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The Twin Pillars of Financial Guidance

Twin Pillars is built on a simple belief:
financial planning and investing are most effective when they work together — not apart.

Financial Planning

Financial planning brings clarity to the decisions that matter most — organizing priorities and creating a clear framework for moving forward with confidence.

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Disciplined Investing

Investing is designed to support your plan — not exist independently of it. Disciplined portfolio construction and a long-term perspective, maintained through changing market conditions.

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Together, they form a coordinated system for better financial decisions — now and over time.

Most advisors specialize in either planning or investing. Tom holds both the CFA and CFP® designations, meaning your plan and portfolio are built and managed with real depth in both.

Tom Brussard, CFA · CFP®

Tom Brussard, CFA · CFP®

I spent my early career inside institutional asset management, learning how large-scale portfolios are built, structured, and managed with precision.

But the work was removed from the people it was meant to serve.

That’s what led me to build Twin Pillars — bringing that same rigor into personal financial decisions, where the outcomes are real and every decision matters.

Today, I help clients make clear, confident decisions — and stay with them over time.

Who We Serve

Individuals &
Families

Business
Owners

Medical &
Biotech Professionals

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Know Your Number

Traditional finance can model an optimal portfolio — but it cannot account for the investor who has to live with it. Risk tolerance and risk capacity are not the same, and the gap between perception and reality is where plans break down.

Risk isn’t theoretical — it’s whether you stay invested when it matters most.

This takes a few minutes and gives you a clear starting point.

No account. No commitment. Just clarity.

Find Your Risk Number®

Resources for your success

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.
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Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.
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Perception vs. Reality

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
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How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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conversation

A simple conversation to understand where you are, what matters most, and how to move forward with clarity.

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