Building wealth with your personal interests and goals in mind.

What are your financial goals? We know that planning for your financial future can be complex and getting started can be difficult – let us guide you to financial freedom.

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Passion - Knowledge - Caring

Our Services

For the past 25 years, THOR has helped over 500 people, just like you, find financial security. In fact, CNBC has named THOR one of the top 100 fee-only wealth management firms in the country.


3 Easy Steps
1

We want to get to know you! Arrange an introductory conversation.

2

Work together to determine what THOR can do for you.

3

Begin your path to financial freedom!

Who We Are

All of us at THOR are very passionate about what we do and we strive to make the best financial decisions for you on a daily basis. We hope to be your financial advisor for life, offering support for all of your key financial decisions along the way.

500+
Clients Guided

$350M+
Assets Managed

As of 4/1/18

About Us

Recent News

401k: Understanding the Ins and Outs of the Most Popular Retirement Tool

Whether you’ve just started a new job, or you’ve been at one for years, odds are that your employer has given you the option to participate in an employer-sponsored 401(k) retirement plan (“401k”).  The 401(k) plan is one of the most popular retirement tools for working individuals.  Despite its popularity,…

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Using Buckets for a Long Term Savings Strategy

In our last blog, we talked about how important human capital can be as it relates to your total economic wealth.  Saving as much of your income as possible, especially in your early earning years, is critical.  Just as important is the location of those savings.  For sure, there are…

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Fed is Falling Behind the Curve

 Short term interest rates should be much higher - possibly 5%. The Federal Reserve is behind the curve and we believe this will lead to inflation.

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Market Updates

We spend a lot of time studying the market and we share our thoughts via email. If you would like to learn what we think, please enter your email address below for occasional updates.