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

US Stocks Disconnect from Earnings

When buying a stock, you are investing in the future of the company. Historically a stock price is highly correlated to earnings growth. If earnings grow, the stock increases and vice versa. What we have seen in the past decade is that many US large company stock prices have increased,…

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How Disability Insurance Works (When You Can't)

One topic that often is overlooked when it comes to personal finances is risk exposure.  Risk is why all sorts of insurance products exist.  Sure, we know we need car insurance in case we are in an accident and medical insurance in case we have an accident or severe illness. …

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Saving into a Roth IRA

As we have said in previous blogs, it is important for individuals to attempt to save money into three distinct “buckets” during their working years.  These buckets are the pre-tax bucket, the after-tax bucket and the Roth bucket.  This blog will focus on saving into the Roth bucket.  Roth savings…

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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.