Neal Thompson, AIF®, CEPA®

Senior Vice President, Advisor, Partner

Scottsdale, Arizona

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He helps clients align their wealth with their life goals, with a focus on retirement readiness for federal employees and business owners. He coordinates planning across investments, tax strategy, and cash flow to support long-term financial confidence.
He founded and led Thompson Wealth Management before joining EP Wealth. Since 2009, he has advised federal employees through FERS and CSRS workshops. He holds the Accredited Investment Fiduciary (AIF®) and Certified Exit Planning Advisor (CEPA®) designations. InvestmentNews ranked him #55 Top Advisor in the U.S. for 2025.
He takes a structured, education-focused, fiduciary-driven approach. He simplifies complex decisions and develops actionable plans designed to help clients move forward with clarity and confidence.
He lives in Scottsdale with his wife, Amber, and their four children. Faith and family are at the center of everything he does. A business builder at heart, he's founded and grown multiple successful companies and is passionate about helping others think bigger about what's possible. When he's not on the sidelines of his sons' games or watching his daughters dance, he enjoys golf, fitness, hiking, travel, and almost anything in good company.