A Boutique Wealth Management Experience
You have spent your life building your hard-earned assets. Now, you want not just a financial advisor but an independent CERTIFIED FINANCIAL PLANNER™ that will help give you the confidence to spend your retirement years pursuing the things most important to you. 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.
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What Makes Us Different
Not all financial advisors are created equal.
Thayer Financial is a fee-only Registered Investment Adviser (RIA), which means that we have no hidden fees and are fully independent. Firstly, we don’t sell a high-commission investment or insurance product, and we never make a commission… ever. Secondly, the only way we are compensated is through a transparent price structure which aligns our interests; this mean 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.
No Pressure Educational Process
We understand that finding the right financial advisor can be an intimidating process. Therefore, we designed our process to provide you with all the critical information you need when making this decision. Similarly, since you know what is best for you and your family, our goal during this process is to give you a peek under the hood so that you can understand what a working relationship will be like. And lastly, at no point will you experience any hard selling because that’s not who we are and what we believe in.
Unlike many other firms, you are never locked into any long-term contracts or investments with Thayer Financial. So while you will be free to stop working with us anytime, we believe that you will realize that you have found your lifelong partner in prosperity.
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
Latest News
The Only Forecast That Matters
Posted January 1, 2023
Most investors love economic and market forecasts. With the uncertain and volatile markets, our brain craves some sort of idea of what the future holds. But the markets are unpredictable – evidenced by the fact that no one can consistently predict them accurately. Of course, a certain forecast will be right from time to time, […]
Setting Financial Goals for New Years
Posted January 1, 2023
The ball drops, the clock strikes midnight on January 1, 2023, and we say, “today’s the day I start my new year’s resolution.” These resolutions are almost always set with good intentions, hoping to become a better version of oneself and make this new year the best one yet. Unfortunately, these resolutions don’t usually make […]
Estate Planning Maintenance
Posted January 1, 2023
Every January, we are presented with an opportunity to start fresh. This time of year often inspires us to take charge, make a change, and take control of our health, finances, relationships, and interpersonal growth, amongst other things. Many people will set resolutions, reevaluate successes and failures of the last year and take inventory of […]
