Thomas A. Paulson, JR., Dba, Thomas A. Paulson, JR., Cpa

Overview

Thomas A. Paulson, JR. operates as a sole-proprietor independent registered investment adviser, combining accounting practice with financial planning and portfolio management for individuals and small businesses. The firm tilts toward traditional balanced management: a stated preference for equities as the primary growth engine, with a material allocation to high-quality fixed income — specifically U.S. government bonds — to anchor risk and liquidity. Advisory services are delivered on fee models that include a percentage of assets under management, hourly charges, and fixed fees, which aligns with serving clients who want project-based planning as well as ongoing portfolio oversight. The adviser’s business model is small and client-focused. Thomas A. Paulson, JR. brings an accounting background to investment work, which typically shows up in conservative portfolio construction, emphasis on tax-aware decision making, and modular engagement options (one-time plans, hourly consultations, and ongoing discretionary management).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices