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.
As Seen In:
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 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 to Save for Retirement Without A 401(k)
Posted December 23, 2021
If you find yourself working for a smaller employer, there’s a chance that your employer does not offer a robust benefits package. The lack of benefits might leave you wondering how you are supposed to save for retirement without a 401(k). It’s essential to understand what a 401(k) is to know why they have become […]
Best Retirement Plans for Solopreneurs
Posted December 23, 2021
As a business owner, and that’s what you are as a solopreneur or 1099 contractor, the world is your oyster when selecting the best retirement plan for yourself. It is essential to understand that you are not limited to the $6k IRA contribution. You can defer up to $58k per year into a qualified retirement […]
Retirement Planning Considerations At Every Stage of Life
Posted December 23, 2021
Would you define yourself as a Type-A person? Do you have a plan, a backup plan, and a backup plan for your backup plan? Are you the person people come to when they need something organized, done efficiently, and with every detail covered? If this is you, you’ve likely been thinking about your retirement plan […]
