We understand that achieving more in life goes beyond just financial gains. It’s about securing a future where you and your family can enjoy the rewards of your hard work without compromise.
You’ve worked hard to build a successful life, and now you’re ready to take your financial journey to the next level, and you’re looking for a financial partner to help you achieve your goals.
You’re seeking more than just another financial advisor or wealth advisor- 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 dreams may be, Thayer Financial is the best financial advisor team in helping you achieve them. Our partnership ensures that you are on the right track to fulfill your retirement, tax reduction, and estate planning aspirations through our customized planning process.
To accomplish this, Thayer Financial focuses on a continuous financial planning approach coupled with in-depth tax planning strategies. We then blend this with our fiduciary investment management strategies, grounded in Nobel prize-winning economic research, to give you the best possible chance of success.
We are not brokers. We are not insurance agents. We are not contractors for an independent broker/dealer. 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 or allegiances. We do not sell high-commission investment or insurance products, nor do we receive any commissions or kickbacks whatsoever for our recommendations. Surprisingly, less than 2% of financial advisors in the US can call themselves fee-only advisors.
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.
Choosing the right financial advisor can often be overwhelming, but our aim at Thayer Financial is to simplify and clarify this process for you. We strive to equip you with all the necessary information to make a well-informed decision about partnering with us.
We recognize that you know what’s best for yourself and your family. That’s why we’re dedicated to providing a transparent view of our working methods and the services we offer. Our process is tailored to guide you through the critical aspects you need to focus on to achieve your goals. This includes assessing whether it’s beneficial for you to engage Thayer Financial’s services for these objectives.
At Thayer Financial, our commitment to transparency and a no-pressure approach is paramount. We’re dedicated to building lifelong client partnerships that are founded on trust, openness, and mutual success. We believe in the strength of our methods and are confident 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 promise to you is that we’ll always be here when you need us.
We don’t have any conflicts of interest that may be influenced by commissions or other incentives to recommend certain financial products. This ensures that our advice is completely unbiased, and you can trust that we always act in your best interest.
We help our clients maximize savings, improve cash flow, and make better decisions by offering expert tax planning services. By reducing tax liabilities and providing proactive guidance, we help our clients achieve greater financial success.
Our advisors provide customized solutions that are tailored to your unique financial circumstances, goals, and risk tolerance. We work closely with you to understand your priorities and aspirations, and we develop a personalized plan to help you achieve them.
We believe in full transparency when it comes to our fees and investment approach. Unlike most other advisors, we don’t receive any compensation from investment companies. This ensures that our interests are always aligned with yours, and that you can trust us to provide objective, unbiased advice.
These testimonials were provided by Thayer Financial clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. You can view a complete list of all Thayer Financial reviews on our Wealthtender profile page.
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