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A Boutique Wealth Management Experience

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.

Retirement Planning & Financial Advisors in Hickory, newton, conover, north carolina

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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.

The Thayer Financial Difference

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

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Contact Us


Thayer Financial
439 4th Street SW
Hickory, NC 28602

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CFP Professional XY Planning Network NAPFA Fee-Only Network Certified Exit Planning Advisor