Thinking Big Financial

At Thinking Big Financial, we believe that money is more than just a number. It's about living the life you envision, with clarity, purpose, and financial stability. We're not just financial advisors; we're collaborators who help you create a roadmap to achieve your dreams.

Our Approach

We take a holistic, values-driven approach to financial planning, focusing on what matters most to you. We listen intently, understanding your goals, values, and aspirations, rather than just crunching numbers. We challenge long-held beliefs about money and create a simple, straightforward plan that aligns with your goals. Our investment strategies are transparent, and we educate you every step of the way.

Our Specialty

We specialize in working with the LGBTQ+ community, understanding the unique challenges and complexities that come with being part of this community. We create a safe, welcoming environment for you to explore your financial goals and aspirations without fear of judgment. Our team is dedicated to helping you achieve financial stability, security, and freedom.

Our Experts

Jim Marrocco, CFP, CFA, is our founder and lead advisor. With a background in finance and a passion for helping ordinary people achieve their goals, he brings a unique perspective to financial planning. His expertise combines discipline, market knowledge, and a deep understanding of the LGBTQ+ community.

Our Blog

Stay up to date with our latest thinking, news, and insights on financial planning, investing, and more. Our blog features articles on a wide range of topics, from saving for education to navigating the complexities of umbrella insurance.

Get in Touch

Whether you're looking to start a new financial journey or refine your existing plan, we're here to support you every step of the way. Book an intro call today and take the first step towards creating the life you've always wanted.