Thayer Financial, L.L.C.

Thayer Financial serves individuals (including high‑net‑worth clients), charitable organizations, and employer‑sponsored retirement plans, offering discretionary investment management, financial planning (both standalone and ongoing), pension consulting, and periodic educational seminars. The firm provides both ongoing wealth management and project‑based planning depending on client needs.

The firm implements advice through discretionary, goal‑aligned portfolios that are typically diversified across risk‑based allocations using no‑load mutual funds, ETFs, and selected individual securities, guided by fundamental analysis and a long‑term orientation. Accounts are monitored and reviewed on a regular basis and the firm operates as a fiduciary for retirement accounts, allowing clients to impose reasonable investment restrictions and to engage in standalone planning work.

Compared with many peers, Thayer Financial’s practice includes an explicit emphasis on educational workshops and seminars for the public and organizations—an offering that is relatively uncommon among similarly sized supported advisers. The firm also integrates ancillary client services into its wealth management offering, arranging independent tax‑preparation services and basic estate‑document preparation for qualifying clients, and provides pension consulting and participant education to plan sponsors.