Boutique Wealth Management
You’ve worked hard to build a successful life, and now you’re ready to take your financial journey to the next level so you’re looking for a financial partner who can help you achieve your goals.
You’re seeking more than just another financial advisor or investment manager- you want an independent CERTIFIED FINANCIAL PLANNER™ that can help guide and support you to pursue your life’s passions and interests. 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 planning goals through our customized planning process.
To accomplish this, Thayer Financial focuses on an ongoing financial planning process 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.
We are not brokers. We are not insurance agents. We are not contractors for an independent broker/dealer. Thayer Financial is a Registered Investment Adviser (RIA) that operates on a fee-only basis. This means that we are fully independent and have no hidden fees. We do not sell high-commission investment or insurance products, nor do we receive any commissions or kickbacks whatsoever for our recommendations. Surpringly, less than 2% of financial advisors in the US can call themselves fee-only advisors.
Instead, we are compensated through a transparent pricing structure that aligns our interests with yours. This means that our success is directly tied to your success – 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 choosing the right financial advisor can be an overwhelming task, and we’re here to make that process as easy and transparent as possible. Our goal is to provide you with all the information you need to make an informed decision about working with us. We believe that you know what’s best for you and your family, so we’re committed to giving you an inside look at how we work and what we can do for you.
At Thayer Financial, we pride ourselves on being transparent and never pressuring you into any long-term commitments or investments. Our focus is on building a lifelong partnership with you based on trust, transparency, and mutual success. We believe that our approach will speak for itself and that you will see the value in working with us. However, if at any point you feel that we’re not the right fit for you, we respect your decision and will never pressure you to stay. Our commitment to you is that we’ll always be here when you need us.
Benefits of Using Thayer Financial
Objective Advice:
We don’t have any conflicts of interest that may be influenced by commissions or other incentives to recommend certain financial products. This ensures that our advice is completely unbiased, and you can trust that we always act in your best interest.
Tax Planning:
We help our clients maximize savings, improve cash flow, and make better decisions by offering expert tax planning services. By reducing tax liabilities and providing proactive guidance, we help our clients achieve greater financial success.
Tailored Plans:
Our advisors provide customized solutions that are tailored to your unique financial circumstances, goals, and risk tolerance. We work closely with you to understand your priorities and aspirations, and we develop a personalized plan to help you achieve them.
Transparent Strategies:
We believe in full transparency when it comes to our fees and investment approach. Unlike most other advisors, we don’t receive any compensation from investment companies. This ensures that our interests are always aligned with yours, and that you can trust us to provide objective, unbiased advice.
Latest News
5 Retirement Planning Mistakes
Posted August 31, 2023
Retirement is a significant phase of life that requires careful planning and consideration. Unfortunately, many individuals make critical mistakes that can jeopardize their financial security and overall well-being during their golden years. In this blog, we’ll explore five of the worst mistakes you can make when planning for retirement, and more importantly, how to avoid […]
Get your kids on the right track
Posted August 31, 2023
If you’re a parent concerned about your children’s financial futures, this guide offers key principles you can share with them for effective retirement planning. Although originally designed with Generation Z in mind, these core principles are timeless and relevant for anyone, including your children. 1. Emphasize the Advantage of Time and Compound Interest The most […]
Timing the Market
Posted August 31, 2023
Why do many investors feel the urge to time the stock market? Since 1950, stocks have been in a bull market 83% of the time – despite all the crises and corrections.1 You would think investors would be happy with that kind of result. But that isn’t the case. Investors spend a lot of time […]
