Thayer Partners Llc

EST. AUM
$685,710,296

CONTACTS
4

CLIENT ACCOUNTS
373

Firm Details

Metro area Philadelphia
CRD Number 290734
Website thayerpartnersllc.com
Client types

Overview

Thayer Partners is an independent firm specializing in wealth management, offering unbiased investment advice to individuals, families, and business owners. Their focus areas include retirement and incentive compensation planning, with a client base spanning middle market businesses throughout the United States. Thayer Partners provides guidance on various retirement plans such as defined contribution, defined benefit, non-qualified, long-term incentive, and Employee Stock Ownership Plans. Their clients typically consist of growing middle market businesses looking to retain, reward, and recruit employees effectively. Additionally, Thayer Partners extends retirement planning and investment advice services to individuals and families nationwide, catering to those with inherited wealth or substantial career earnings seeking comprehensive financial planning and wealth preservation strategies for retirement.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Thayer Partners Llc

Platform Details

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