Dedham, MA Office

Thayer Partners serves individuals, high‑net‑worth clients, trusts, estates, other investment advisers, and retirement plans, providing customized wealth management, financial planning, retirement‑plan advisory, and business advisory services. The firm combines ongoing portfolio management—using diversified mutual funds, ETFs and, when appropriate, individual securities and options—with planning and consulting engagements.

Thayer’s investment approach is primarily long‑term and grounded in fundamental analysis, with a Chief Investment Officer overseeing strategy and periodic oversight of any unaffiliated Independent Managers it recommends. The firm manages a notable portion of its regulatory AUM on a non‑discretionary basis (about $247 million of approximately $685.7 million) and delivers advice through a network of Investment Adviser Representatives who may operate under separate DBA names.

Compared with many peers, Thayer maintains multiple offices and an explicit affiliation with an accounting and tax planning firm (Miller‑Thayer), and it documents referral and solicitor arrangements with other advisers and independent managers. It also offers business advisory services tied to Profit First methodology and serves as a fiduciary for ERISA plan engagements, which results in a broader set of non‑investment consulting services than is typical for many team firms.