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Boutique Wealth Management Services

Congratulations! You’ve accomplished so much through your years of hard work and dedication, and as a result, you’ve built a significant and valuable estate.

Now, you’re seeking more than just another financial advisor or investment manager- you want an independent CERTIFIED FINANCIAL PLANNER™ that can help guide and support you to pursue your life’s passions and interests. No matter what your dream is, Thayer Financial is here to help. When you work with us, you’ll know that you are on track to achieve your retirement, tax reduction, and estate goals through our customized planning process, which we call “The Thayer Method.”

To accomplish this, Thayer Financial starts with ongoing financial planning and in-depth tax planning strategies. Then we integrate our fiduciary investment management strategies and process using Nobel prize-winning economic theory to provide clients the best chance of success.

Retirement Planning & Financial Advisors in Hickory, newton, conover, north carolina

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Best Financial Advisors Hickory NC

What Makes Us Different

Not all financial advisors are created equal.

Thayer Financial is a Registered Investment Adviser (RIA) that operates on a fee-only basis. This means that we are fully independent and have no hidden fees. We do not sell high-commission investment or insurance products, nor do we receive any commissions whatsoever. Instead, we are compensated through a transparent pricing structure that aligns our interests with yours. This means that our success is directly tied to your success – we only do better when you do better.

As a Fee-Only RIA, Thayer Financial is legally held to a FIDUCIARY standard 100% of the time.

The Thayer Financial Difference

No Pressure Educational Process

We understand that choosing the right financial advisor can be an overwhelming task, and we’re here to make that process as easy and transparent as possible. Our goal is to provide you with all the information you need to make an informed decision about working with us. We believe that you know what’s best for you and your family, so we’re committed to giving you an inside look at how we work and what we can do for you.

At Thayer Financial, we pride ourselves on being transparent and never pressuring you into any long-term commitments or investments. Our focus is on building a lifelong partnership with you based on trust, transparency, and mutual success. We believe that our approach will speak for itself and that you will see the value in working with us. However, if at any point you feel that we’re not the right fit for you, we respect your decision and will never pressure you to stay. Our commitment to you is that we’ll always be here when you need us.

Benefits of Using Thayer Financial

Objective Advice:
Fee-only financial planning and investment management by a fiduciary financial advisor

Flexible Meetings:
Convenient consultation with your CERTIFIED FINANCIAL PLANNER™ – whether in-person, on the phone, or virtual

Tailored Plans:
Expert guidance from your financial advisor designed to help you achieve what’s important to you, your family, and your business

Transparent Strategies:
Straightforward understanding of where your money goes and the “why” behind every decision

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Contact Us


Thayer Financial
439 4th Street SW
Hickory, NC 28602

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CFP Professional XY Planning Network NAPFA Fee-Only Network Certified Exit Planning Advisor