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Take the Guesswork out of Retirement Planning

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

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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.

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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.

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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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Client Success Stories

We’ve helped others like you

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7 Things Your 401k Provider Dosesn’t Want You to Know

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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.

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

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