Broker Check

Institutional Rigor, Personal Partnership.

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

Start The Conversation

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.

View Details

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.

View Details

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

Learn more

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

Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Learn More
What It Takes to Become an Accredited Investor

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Learn More
Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Learn More
The Other Sure Thing

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Learn More

Start the
conversation

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

Thank you!
Oops!