Thayer Financial

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Thayer Financial — overview

Assets Under Management

Type

Wealth Manager

Location

Hickory, NC, US

Alternative Asset Classes

-

About

Thayer Financial is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include investment management, financial planning, retirement planning, education savings, cash flow management, debt reduction, estate planning, insurance needs, risk mitigation, tax planning, charitable giving strategies, work benefits, and financial goal tracking. The wealth manager advises individuals, high-net-worth individuals, charitable organizations, and defined contribution plans, defined benefit plans, or other employee benefit plans.

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