Your Partner In Prosperity
My financial services are based on the idea of providing a personal service with objective and transparent advice. They’re what you get when I live up to my core values of Duty, Honor, Integrity, and Loyalty. You can learn more about why these things matter to me here.
As a fiduciary, I am duty-bound to act in your best interests… but at Thayer Financial it goes deeper than an obligation.
I know you could go anywhere for financial advice, and that you are placing a lot of trust in me when you choose Thayer Financial. In an industry that’s seen so many innocent people taken advantage of by conflicted financial advisors, I don’t take that trust lightly.
That’s why, whether it’s looking at one area of your life with my Targeted Financial Planning service, your whole life with my Comprehensive Financial Planning service, or managing your ongoing investments with my Investment Management Service, I’m in it with you.
At Thayer Financial, we assist clients with financial planning nationwide. We proudly serve our local community: Hickory, Newton, Conover, Morganton, Lincolnton, Lenoir, Blowing Rock, and Boone.