Wyndmoor, PA Office
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Thayer Partners LLC
Team
Firm-wide stats for Thayer Partners LLC
About
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.
Based on Thayer Partners LLC
Expertise
Based on Thayer Partners LLC
Location
Wyndmoor PA
Advisors at this office
2
Advisors at this office
Timothy K
Series 65
Wyndmoor, PA
Thayer Partners LLC
Timothy Kriegel is a financial advisor with Thayer Partners LLC, holding a Series 65 designation and six years of industry experience. He has been affiliated with SELEE Corporation since 1997. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans by providing customized wealth management, financial planning, retirement plan advisory, and business advisory services. The firm employs a long-term, fundamental analysis-based investment approach overseen by a Chief Investment Officer and offers a range of consulting and fiduciary services beyond typical investment management.
John W
Series 66
Wyndmoor, PA
Thayer Partners LLC
John Wilmerding is a financial advisor at Thayer Partners LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and Thayer Partners. Outside of his advisory role, Wilmerding serves on the advisory board of AmigoData, a company focused on energy efficiency for data centers, and hosts an informational podcast featuring business owners discussing their legacy. Thayer Partners LLC provides customized wealth management, financial planning, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach emphasizing fundamental analysis and diversified portfolios, serving clients through a multi-office network.
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