Thayer Financial
Your Partner In Prosperity
Reduce Taxes | Invest Smarter | Optimize Income
Retirement Planning and Wealth Management For Individuals Over Age 50
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 or insurance products and we never make a commission… ever. 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.
No Pressure Discovery Process
We understand that finding the right financial advisor can be an intimidating process. Our process is designed to provide you with all the information you need to make the best decision for you and your family and to never pressure you into saying yes. Since we don’t sell investments or insurance products, we only provide professional services, the only way we get paid is to continue delivering incredible value to your life and your finances.
Unlike a lot of other firms, you are never locked into any long-term contracts or investments with Thayer Financial. While you are free to leave at any point, we believe that once you have experienced the Thayer Financial difference you will realize that you’ve 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 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
