Take the Guesswork out of Retirement Planning

Pinpoint your acceptable level of risk and determine whether you’re invested to meet that risk.

Financial Management
You Can Trust

As an independent investment management and benefits firm, we provide sound financial and health guidance that serves and benefits our clients—and only our clients—at a fair and transparent cost. Whether you need assistance with a personal or corporate retirement plan, health insurance plan, long term care, or business valuation, Thayer Partners will help you achieve your financial goals.

Providing Sound Financial and Health Guidance that Serves and Benefits Our Clients and Only Our Clients

You’ll know exactly what to expect each step of the way.

Retirement Planning

We provide retirement planning and portfolio management to help you reach your financial goals.
READ MORE >

401K & Pension Plans

We specialize in 401K plans and serve as a co-fiduciary on all of the plans we manage.
READ MORE >

Health Plans

We assist companies with health and benefits plan design so you can pay less and get better benefits.
READ MORE >

Get Your Free 401k Plan Review

As your retirement plan co-fiduciary and investment advisor, we will help you run a successful, compliant, and cost-effective retirement plan.

Financial Management Resources

Learn from our library of helpful guides

The Business Owner’s Guide to Choosing the Right 401K Advisor

Do you know how to choose the right 401K plan advisor?

Request Your Free Consultation

Speak to one of our financial advisors today and learn how we can help you plan for retirement.