828-569-2785 Get Started!
Wealth Advisory & Retirement Planning

Comprehensive Planning


Diligent savers over age 50 who have accumulated investments & retirement assets of $1,000,000 or more.


Every financial decision and recommendation is tailor-made for your exact personal situation


To help you (and us) make an informed decision about working together.

The Retirement Planning Process

Meet With US
Begin with a 20-minute phone call to discuss our process.

Discovery Process
Determine if Thayer Financial is right for you.

One-Page Plan
Let us develop a free one-page plan for you that clearly identifies your way forward.

Work together to help you get your financial life organized.

Create & Implement
Create and implement the changes necessary for your retirement plan.

Review the Progress
Meet regularly to adjust the plan as your life evolves.

Our On-going Wealth Advisory Program Includes:

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

Contact Us


Thayer Financial
439 4th Street SW
Hickory, NC 28602

follow us:


Subscribe to Our Newsletter!

CFP Professional XY Planning Network NAPFA Fee-Only Network