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Welcome to Herb Thomas and Associates. We are a unique fiduciary services firm, specializing in the coordination, guardianship, preservation and use of public benefits and private funding. We offer a broad range of financial services to seniors, people with disabilities and their families, and to the public and private agencies that provide services to them.

Our primary goal is to meet the lifetime financial and well-being needs of our clients throughout California.

The services we offer are as follows:

About Us

Since our founding, we have made a commitment to financial loyalty for all of our clients. The range of our private financial services is a manifestation of that commitment. We offer our clients a distinctive blend of fiduciary services, which include the management of client assets in a trustee and agent role, advocacy of public benefits (i.e. Medi-Cal, Social Security), and advice on local community programs (i.e. energy savings, housing, etc.).

In the course of our work, we are often called to serve as family advisors on financial matters but also on a host of personal issues in which our experience and judgment enable us to play a constructive role. For a few families, these relationships have transcended generations. For others, the relationships have only recently begun.

Why Herb Thomas and Associates?

A number of factors distinguish us from other private fiduciary firms. These include our breadth and depth of services and the regular personal contact we have with our clients. In addition, we have extensive knowledge and experience in the areas of finance, benefits advocacy, taxes, and investments.

We look forward to discussing any of our services with you.