Real Wealth Management & Retirement Planning
You have spent your life building your hard-earned assets. Now, you want not just a financial advisor, but a 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. By starting with customized planning, you’ll know that you are on track for achieving your retirement and estate planning goals.
To do this, Thayer Financial starts with on-going 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. Firstly, We don’t sell high-commission investment or insurance products, and we never make a commission… ever. Secondly, the only way we are compensated is through either a flat planning fee or a transparent investment management fee based on your account’s size, which means we 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. Because of this, we designed our process to provide you with all the critical information you need when making this decision. 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. In other words, there is no hard selling you to work with us.
Unlike many other firms, you are never locked into any long-term contracts or investments with Thayer Financial. So while you are 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
Obama Care to Biden Care: New Rules
Posted April 8, 2021
Article written by guest contributor Heather Partin, a Health Insurance Expect with Jeannie Pierce Insurance Agency On March 11, 2021, President Joe Biden signed the American Rescue Plan Act of 2021 (ARP). Before this act, the Affordable Care Act from the 2012 Obama Administration was signed into law, giving consumers greater access to health insurance. […]
Changes in Health Insurance Planning for Early Retirees
Posted April 2, 2021
Planning for health insurance and the rising cost of health care in early retirement have been complex since the Affordable Care Act in 2010. Unfortunately, something that was supposed to bring down the cost of health insurance had the opposite effect, and many people with individual insurance plans found themselves priced out of affordable health […]
3 Essential Cyber Security Habits
Posted March 5, 2021
The internet is one of the greatest tools ever invented (thank you Al Gore!). The internet has helped create the ability for any user to access all the information available worldwide instantly. Unfortunately, this also means that people’s personal information and privacy are always at risk while connected to the internet. Practicing good cybersecurity fundamentals […]
