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Advisors near 28601
Out of 400,000+ nationwide
Harold P
Series 63, Series 66
Granite Falls, NC
Continuum Financial, LLC
Mark C
Series 63, Series 65
Hickory, NC
Hickory Financial Group, LLC
Brittney M
CFP®, Series 63, Series 66
Hickory, NC
Thayer Financial, L.L.C.
James D
Series 63, Series 65
Conover, NC
Hammerhead Financial Strategies, LLC
Deaton S
CFP®, ChFC®
Hickory, NC
Thayer Financial, L.L.C.
I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.
Angela S
CFA®
Hickory, NC
ABS Legacy Partners, LLC
Adam S
Series 66
Hickory, NC
Fortress Private Ledger, LLC
Andrew R
CFP®, Series 66
Hickory, NC
Sollinda Capital Management LLC
David V
Series 66
Hickory, NC
Sollinda Capital Management LLC
Anna W
CFP®
Hickory, NC
Sollinda Capital Management LLC
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Advisors near 28601
Out of 400,000+ nationwide