TWAMS Financial Planning, LLC is an independent financial advisory firm registered with the SEC, operating on a fee-only basis and adhering to a fiduciary standard. The company's name, TWAMS, is an acronym for its philosophy: "Take What's Already Mined and Shine it," reflecting its mission to help clients optimize their existing financial resources. Founded by Thomas "Tom" Smith, the firm specializes in creating personalized financial plans, managing investment portfolios, and providing retirement planning for individuals and families.

Founded in

United States