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About Terra Firma Financial

Our Firm | Our Team

Our Firm

Terra Firma Financial provides fee-only financial planning and investment counsel to individuals and families in the mid-Atlantic and Southeast regions of the United States. Because we’re a fee-only firm, you never have to worry that a decision is in “our” best interest rather than in “yours.” Your interests are ours.

Our mission is to ensure you have identified and defined your life goals and are making strategic decisions in pursuit of those goals. By combining thoughtful consideration with timely action, we enable you to achieve your aspirations and avoid financial regrets over the short and long-term.

We are dedicated to providing personal service as you manage your personal wealth, and we’ve crafted flexible engagements to reflect that. Our services include comprehensive financial and estate planning, investment management, income tax strategies, and estate administration services.

What’s in a name? Terra Firma is the Latin phrase for “solid ground,” a reference to fertile ground, or earth that will not freeze and thaw with the change of seasons. Our vision for every client is to build a financial strategy tied to personal goals that will allow them to weather the varying seasons and storms of life, ensuring they remain on solid financial footing…come what may.

Our Team

Alan D. Thomson, CFP®

For more than 15 years, Alan has worked with affluent individuals and their families to more closely align their financial lives with their core personal values. His career has included trust officer and senior planning positions with leading firms including Bank of America’s private bank, Ronald Blue & Company, and Merrill Lynch.

Alan founded Terra Firma Financial to better serve the unique and individual needs of his clients. Alan prides himself on understanding his clients’ priorities and tailoring financial planning and investment management strategies to best meet their needs. He remains committed to the belief that “financial planning should be driven by what’s important to each family; not the other way around.” Alan works with clients to develop comprehensive financial game plans that incorporate cash-flow and balance sheet management, investment planning, complex insurance considerations, and estate and asset transfer strategies.

A Certified Financial Planner practitioner for over 12 years, Alan has deep experience across virtually every facet of personal financial planning. For situations where complementary expertise is required, Alan has developed personal relationships with some of the top professionals across the Southeast, ensuring that Terra Firma Financial clients receive relevant, specific counsel on the particular challenges they face.

In addition to providing responsive and robust service to Terra Firma Financial clients, Alan sits on the Advisory Board for CURE Childhood Cancer, Georgia’s oldest and most recognized non-profit dedicated to the critical needs of our children and families battling pediatric cancer.

Alan graduated from Davidson College in Charlotte, NC. He is a Certified Financial Planner® practitioner, licensed through the Certified Financial Planner Board of Standards, Inc.  Alan, his wife and three children reside in Johns Creek, Georgia, where they enjoy playing tennis, cards, and cheering the Atlanta Hawks and Davidson Wildcats to victory.

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