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Investment Management

Investment Management Services

When it comes to investing, there are so many options; it can be an overwhelming experience. Whether it’s an online discount brokerage, a major nationwide firm, or an insurance agent down the street, there seem to be more “advisors” than you can shake a stick at. However, not all advisors are created equal, and unfortunately, not all advisors work as fiduciaries.

This is why we developed our unique educational process, to cut through the fog of investing and the conflicts of interest that can exist. As an independent, fee-only, fiduciary financial advisor, I am never paid a commission of any kind. Also, I have both a legal and ethical obligation to provide unbiased, trustworthy, and accurate financial advice.

I believe that the key to superior lifetime investment returns comes from just four areas. We can create a great investment experience by minimizing costs, diversifying your portfolio, minimizing taxes, and having sound investment discipline. For example, when you invest with Thayer Financial, you receive investment portfolios built around highly diversified, low-cost investments using a fiduciary investment process that is designed to achieve your goals and produce superior performance over the lifetime of your portfolio.


Technology advances quickly and we believe in using the latest cutting-edge technology to help us do our jobs better in order to serve you better. One of the technologies we love is DataPoints. DataPoints is an industry-leading behavioral assessment technology that allows us and our clients to better understand their psychology when it comes to building and maintaining wealth.

Please feel free to take some behavioral assessments to better understand your own money psychology:



For investors interested in ESG Investing, I’m excited to announce that we are implementing an environmentally sustainable and socially responsible investment portfolio for clients that want to invest with these values.


At Thayer Financial, we assist clients with investment management nationwide. We proudly serve our local community: Hickory, Newton, Conover, Morganton, Lincolnton, Lenoir, Blowing Rock, and Boone.


Contact Us

828-569-2785

address:
Thayer Financial
439 4th Street SW
Hickory, NC 28602

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CFP Professional XY Planning Network NAPFA Fee-Only Network Certified Exit Planning Advisor