Jeremy Thompson is the founder and CEO of Adaptive Financial Consulting, a registered investment advisor. Jeremy drives the firm’s overall vision and growth initiatives with a focus on the design, development, and implementation of the firm’s strategic goals and vision.
Jeremy's passion lies in building customized solutions for clients. He started his career at Lincoln Financial / Sagemark Consulting in 2001, where he began working with successful, high-net-worth entrepreneurs throughout the United States. In 2012 he joined Stratos Wealth Partners as an advisor, where he brought a unique focus on tax-mitigation planning for high-net-worth business owners. During his years of experience as an advisor, Jeremy realized there was a crucial lack of financial coordination that successful entrepreneurs and high-income earners were experiencing within their core group of advisors.
In founding Adaptive, Jeremy sought to build a firm that provides clients with a comprehensive advisory experience that seamlessly integrates individual and corporate tax mitigation planning, wealth and investment management, business continuity planning and risk management, estate and asset protection, and retirement plan design. Jeremy has built a talented and diversified staff with backgrounds in financial services, software engineering, operations, and project management. He has developed an invaluable network of strategic partnerships with some of the top financial, legal, and tax minds in the country to provide an extensive resource network for Adaptive’s clients.
Jeremy takes great pride in building strong, trusting relationships with clients and Adaptive’s strategic partners. He enjoys understanding the unique circumstances of every client and identifying creative solutions in order to maximize clients’ personal and professional wealth. Jeremy’s in-depth understanding and knowledge of comprehensive wealth planning allow him and his clients to implement strategic financial and tax saving solutions while complementing the clients’ growth and risk initiatives. Jeremy also enjoys regularly sharing his financial expertise through educational forums and keynote speaking engagements at various events and business conventions throughout the country.
Jeremy is a CERTIFIED FINANCIAL PLANNER™ and a graduate of Ohio Northern University, where he earned his Bachelor of Science degree in Business Administration. He and his family currently split their time between Cleveland, Ohio, and San Diego, California, and enjoy fishing, golf, basketball, and international travel.