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

Income Tax Breaks for Homeowners

The U.S. government has a long standing history of including incentives in the income tax code to encourage home ownership.  This is because of the positive impact home buying has on the economy - consumer spending makes up over two-thirds of the U.S. economy.  Purchases of homes, especially new construction,…

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Corporate Debt Looms Large

Corporations have had the wind at their backs with low interest rates. This lead to record levels of corporate debt issuance, which has surpassed 45% of GDP. There are now over $4trillion in corp. bonds due over the next 5 years. Companies will be forced to refinance at high rates…

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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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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.