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. When you work with us, you’ll know that you are on track to achieve your retirement, tax reduction, and estate planning goals through our customized planning process.
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 Retirement Spending Smile
Posted April 30, 2022
How can you know what to expect if you have no experience or information to base your expectations on? Unfortunately, you don’t know what you don’t know. The unknown can be intimidating, exciting, scary, anxiety-ridden, and inviting all simultaneously. For many people, this is often what retirement planning can feel like. You’ve never retired before, […]
5 Tips to Finding the Right Financial Advisor
Posted April 29, 2022
Choosing the right financial advisor is not something to be taken lightly. You have spent your lifetime building your savings, starting your business, investing in all the right places, and now you’re seeing the fruits of your labor. This lifetime of work is not something you would hand over to a stranger, nor is it […]
5 Things To Know About Tax-Loss Harvesting
Posted March 30, 2022
Timing is everything, and if you time it right, tax-loss harvesting could help you offset your short and long-term capital gains taxes. To know if tax-loss harvesting is a savvy financial move for you, there are a few things you will need to know. What is Tax-Loss Harvesting? Tax-loss harvesting is the timely selling of […]
