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.
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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.
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
Latest News
When Less Can Give You More
Posted February 28, 2023
We are generally in pursuit of more. More income, more recognition, more opportunities, more happiness, etc.… Because “more” often results in desirable outcomes, it is natural to think about what we can get or do more of rather than what we can do less of. But when it comes to investing, focusing on what we […]
Truths About Real Estate Investing
Posted February 28, 2023
Real estate investing has long been seen as a lucrative way to generate wealth and build a diverse investment portfolio. However, as with any investment opportunity, real estate investing has risks and dangers. This post will explore some potential hazards of real estate investing and how to avoid them. Lack of Liquidity One of the […]
What No One Tells You About Early Retirement
Posted February 28, 2023
Think back to when you entered a new stage of life. Do you remember looking to your spouse, a good friend, or even a parent and saying, “no one told me about this?” Maybe it happened when you got married, and no one told you that marriage wasn’t how Hollywood depicted it, for better or […]
