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.
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401K & Pension Plans
We specialize in 401K plans and serve as a co-fiduciary on all of the plans we manage.
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Health Plans
We assist companies with health and benefits plan design so you can pay less and get better benefits.
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Financial Management Resources
Learn from our library of helpful guides
