Business owners and their employees rely on Thayer Partners over traditional financial advisors and brokers for a variety of reasons. We partner with clients to provide independent counsel supported by a sound, long term strategy designed to help meet client goals. Whether reviewing a corporate retirement plan, health insurance plan, a financial planning strategy, or a portfolio, there is a clear method, process, and discipline in everything we do.
Free of investment firms’ self-serving motives, we are an independent boutique, providing sound guidance that serves and benefits our clients and only our clients, and we provide this service at a fair and transparent cost. When you work with Thayer Partners, you’ll know exactly what to expect each step of the way, and we’ll keep you informed in clear, uncomplicated terms, free of technical jargon.