A Comprehensive and Collaborative Approach to Your Financial Well-Being

Posted April 3, 2025

At Thayer Financial, we believe that achieving financial success and effective wealth management requires a multifaceted and personalized strategy. To deliver this, we’ve developed a unique team-based model, bringing together diverse expertise to address every aspect of your financial life.

Our Expert Team: A Foundation for Your Financial Success

Instead of relying on a single advisor, our clients benefit from the collective knowledge of our dedicated team:

• Deaton Smith, CFP® – Lead Planner: Deaton provides strategic guidance in wealth management, investment strategies, and long-term financial planning, ensuring your plans align with your unique goals.
• Kelly Smith – Co-Owner & Director of Operations/Chief Compliance Officer: Kelly’s extensive experience in wealth management operations ensures efficiency, integrity, and compliance in all our client interactions.
• Brittney Miller, CFP® – Wealth Advisor: Brittney specializes in financial planning with an focus on trusts and estates, helping clients secure their legacies, protect their wealth, and navigate complex estate matters with confidence.

Expanding Our Expertise Through Strategic Partnerships

We recognize that comprehensive financial planning often requires specialized knowledge beyond our in-house expertise. Therefore, we’ve established strong partnerships with:

• Certified Public Accountants (CPAs): To assist with our in-depth tax planning strategies and tax preparation services, ensuring optimal tax efficiency for our clients.
• Attorneys: To execute on our comprehensive estate planning services, including wills, trusts, and other legal documents, securing your assets and legacy.

Elevating Retirement Planning: Affiliation with Ed Slott Elite IRA Advisors Group

We are proud Members of the Ed Slott Elite IRA Advisors Group, a leading resource for IRA tax planning. This affiliation ensures:

• Access to cutting-edge retirement planning strategies and expert analysis.
• Continuous education and updates on the latest IRA regulations and tax implications.
• That we are providing the most accurate and up-to-date information to our clients.

The Benefits of Our Collaborative Model

Our team-based approach, combined with our strategic partnerships and affiliation with the Ed Slott Elite IRA Advisors Group, offers significant advantages:

• Comprehensive Expertise: We address all facets of your financial life through a collaborative team effort.
• Personalized Strategies: We tailor financial plans to your unique circumstances and goals.
• Ongoing Support: Our team structure provides continuous guidance and support.
• Enhanced Tax and Estate Planning: Our partnerships with CPAs and attorneys provide expert guidance in those specialized areas.
• Up to date retirement planning: Our affiliation with the Ed Slott group ensures we are providing the best retirement planning advice.

Experience the Thayer Financial Difference

Choosing a financial planning firm is a crucial decision. At Thayer Financial, we provide a collaborative and comprehensive approach, ensuring your financial future is in capable hands. We invite you to explore our team’s qualifications and discover how we can help you achieve your financial goals.

Thayer Financial, L.L.C. (“Thayer Financial”) is a registered investment adviser offering advisory services in the States of North Carolina, Tennessee, Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This website’s presence on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Thayer Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or according to an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Thayer Financial, L.L.C., unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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