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Who We Are

About Our Firm


Our mission

Superior Planning, Inc. is San Diego’s leading multi-family office, serving middle-class millionaire families since 1982.

Our mission is to provide comprehensive, transformational family wealth guidance and support to every suitable family possible.

Form ADV Part 2A – Brochure >

Carmel Capital Partners Form CRS >

Calton and Associates Form CRS >

Firm characteristics

  • Privately held – Family owned to serve the entrepreneurially spirited
  • Experienced – Education, training, and decades of tenure to help you achieve your goals
  • Objective – Unbiased advice with no obligation to buy financial products*
  • Fiduciary standard – Client’s best interest at all times
  • Customized – Goals and key results tailored for each family’s unique and changing situation
  • Accountable – Periodic progress reports based on pre-agreed upon metrics
  • Attentive – Each family current situation reviewed weekly by the entire staff
  • Dedicated facility – State of the art offices and technology
  • Proprietary process – Superplan® system simplifies prudent decision-making
  • Annual engagement – Fixed, renewable retainer for each planning year

What We Do

  • Focus on specific family goals and key results
  • Comprehensive financial / estate planning and implementation
  • Integrate cash flow, portfolio, and legacy solutions
  • Establish and monitor family investment policy
  • Maintain a fiduciary standard at all times
  • Coordinate professional advisors
  • Facilitate family dynamics governance (family meetings)
  • Educate family members at their level of interest and ability
  • Adapt plans as life, events, and family situations dictate
  • Wealth management services as a no-obligation option

What We Don't Do

  • Require the purchase of financial products or asset fees
  • Fragmented or piecemeal planning or implementation
  • Work for anyone but our client families
  • Ignore family members
  • Interfere with existing trusted relationships
  • Act as trustee
  • Take discretion of client assets
  • Make clients wait
  • Concierge services (but we can help you find them)
  • Set it and forget it

Meet Our Team


Buddy Thomas, CFP, AEP

President, Chief Planning Officer


Susan Ferrari, CPA, CFE

Executive Director


Liz Thomas

Vice President, Administration Officer

Let's Connect

Align your experts for unparalleled strategy, coordination & support

Eliminate the unknowns and move gracefully through life's most complex and challenging financial scenarios with Superior Planning Family Office by your side.