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. 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 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
7 Signs You Are Ready For Retirement
Posted August 30, 2022
Retirement is a big decision, and it’s hard to know when it’s the right time for you. If you’ve been wondering whether or not you are ready to take this next step in your life and officially retire, the Thayer Financial team has put together some tell-tale signs that you are ready to retire. 7 […]
Pros and Cons of Retiring at Different Ages
Posted August 30, 2022
Do you know the story of Goldilocks and the Three Bears? Goldilocks went along her way looking for a bowl of porridge that wasn’t too hot and cold, a chair that wasn’t too big or too small, and a bed that wasn’t too hard but wasn’t too soft. She wanted everything to be ”just right.” […]
Paying off your kid’s student loan
Posted July 31, 2022
As a parent, you give up everything for your children. You sacrifice your time, energy, money, body, and priorities, all so that they can be happy, healthy, and prosperous. For eighteen years, you raise them under your roof, and finally, the time comes for them to spread their wings and fly— college. Now, even though […]
