Fiduciary Wealth Management & Retirement Planning
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. In fact, no matter what your dream is, Thayer Financial is here to help. You’ll know that you are on track to achieve your retirement, tax reduction, and estate planning goals through our customized planning process.
To do this, Thayer Financial starts with ongoing financial planning and in-depth tax planning strategies. Then we integrate investment management strategies 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 based on your situation’s complexity and your investment account’s size, which means 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
How Much Does Retirement Cost: Using the 25x Rule To Create Your Financial Plan
Posted November 24, 2021
“How much does it cost?” This is a question you’ve probably asked many times throughout your life and will continue to ask, especially as you plan for retirement. How much money will you need to retire comfortably? What can you do now to start saving for retirement? If you want to retire early, how will […]
The 6 Stages of Retirement and What’s Waiting On the Other Side
Posted November 24, 2021
Change. It’s a necessary evil. Let’s face it, we are creatures of habit, and when that habit gets disrupted, it can take some time to adjust. Even the good things in life require adjustments. Think of some examples from your own life, maybe when you first went off to college, got married, had your first […]
2021 Best Investment Firm
Posted October 31, 2021
We are honored to have been voted Catawba County’s Best Investment Firm in 2021 during the Best of Catawba Contest! Every day we are trusted with our clients’ livelihoods and the sum of what they have worked for their entire lives; so to be recognized in this way means the world to us. To all […]
