You have spent your life building your hard-earned assets. You want a financial advisor that will help give you the confidence to spend your retirement years pursuing the things most important to you – whether it’s your family, traveling, hobbies, or even maintaining your career or business, all while knowing that you are still achieving your retirement and estate planning goals.

To do this, Thayer Financial integrates the science of modern investment management built on Nobel prize-winning economic theory with on-going financial planning to provide our clients with 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, we don’t sell high-commission investment products and do not earn commissions on trades. The only way we are compensated is through either a flat planning fee or through a transparent investment management fee based on the size of your account 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.

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Objective Advice: Fee-only financial planning and investment management by a fiduciary financial advisor

Flexible Meetings: Convenient consultation with your financial advisor – 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