Noblesville, IN
Dustin Thomas
Hi, I’m Dustin. As a CFP® and CPA with over 24 years of experience, I help a select group of high-net-worth individuals maximize their wealth by focusing on their entire balance sheet—not just their investment portfolio.
Most wealth management occurs in a vacuum, but the tax code dictates that almost every financial decision has a tax impact. My clients rely on me to serve as their Personal CFO, providing the technical oversight and forward-looking projections necessary to avoid overpayment and unwelcome surprises.
My favorite part about working with clients is helping them envision what’s possible. Moving beyond the question of “Will we be okay?”, I take pride in mapping out their future—whether it’s empowering them to give more, spend more, and live more freely, or guiding them to make thoughtful adjustments to stay on track toward their goals.
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DREAMS INTO ACTIONABLE PLANS
Retirement planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
STRATEGIC PLANNING OF YOUR FINANCIAL AND NON-FINANCIAL COMPENSATION
Executive Compensation Planning
We are here to guide you through your compensation negotiation, helping you secure a package that aligns with both your short-term needs and long-term goals.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation, along with current economic data to optimize your portfolio's risk and return.
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Dustin
Dustin Thomas is a financial advisor at Savvy, serving clients throughout the Greater Indianapolis area and Noblesville. With over twenty-four years of experience in the financial industry, Dustin specializes in working with high-net-worth individuals, including:
Executives of public companies
Retirees
Physicians
Dustin's expertise bridges the gap between tax professionals and financial advisors, providing tax-efficient strategies for his clients. He is passionate about helping his clients plan for the future and develop close relationships with them.
Dustin holds the Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) designations. He is also a member of the Financial Planning Association (FPA).
In his free time, Dustin enjoys spending time with his wife, Annette, rooting for the Ohio State Buckeyes, playing golf, and traveling. He also volunteers with the Animal Protection League to help take care of adoptable cats and is a member of the Noblesville Rotary Club.
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How did you become a financial advisor?
I began my career in public accounting, where I built a strong foundation of experience in tax planning and preparation. During this time, I worked closely with businesses and their owners to help navigate complex tax regulations and identify strategies to minimize their tax liability. This experience allowed me to seamlessly transition to financial planning, where nearly all financial decisions are influenced by tax considerations. I take a holistic approach to my clients’ finances, considering both their immediate needs and long-term goals. What I love most about financial planning is the opportunity to develop close, meaningful relationships with my clients. I enjoy guiding them through life’s financial challenges and helping them proactively plan for a secure and successful future. There’s nothing more rewarding than seeing my clients achieve their goals and feel confident about their finances.
What types of clients do you work with?
I enjoy collaborating with a diverse range of clients, including high-net-worth individuals such as public company executives, retirees, and medical professionals.
What areas of expertise do you have?
I am a CPA with over twenty-four years of tax experience, specializing in helping clients navigate the complexities of tax planning. My practice bridges the gap between tax professionals who may not have the time or complete understanding of a client’s unique tax situation and financial advisors who often view tax planning outside their expertise. I provide tailored strategies to ensure my clients receive well-rounded financial advice that integrates tax considerations, ultimately endeavoring to help them achieve their financial goals with confidence.
What kinds of strategies do you help clients with?
My experience as a CPA has prepared me with expertise in developing tax-efficient investment strategies to help minimize my clients' tax liabilities. I also specialize in optimizing charitable giving to enhance the impact of your donations and maximizing the benefits of retirement savings vehicles like IRAs and 401(k)s to help ensure a secure financial future.
What is your favorite part of working with clients?
My favorite part about working with clients is helping them envision what’s possible. Moving beyond the question of “Will we be okay?” I take pride in mapping out their future—whether it’s empowering them to give more, spend more, and live more freely or guiding them to make thoughtful adjustments to stay on track toward their goals.
What is it like partnering with Savvy?
The freedom to prioritize my client's best interests is what I value most. I appreciate not being tied to selling products or pushing specific investments. Instead, I can offer recommendations that genuinely align with their needs and goals.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials. Tax preparation services are not provided through Savvy.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.