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

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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Savings Rate vs. Investment Return: Which is more important in wealth creation?

Most people have heard the advice to save early.  We wrote a blog in 2014 titled Importance of Investing at a Young Age and Best Practices.  In addition to emphasizing the importance of saving early, it also answers the common question of “where” to invest your savings.  When it comes…

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Do I Need A Living Trust?

Much has been written about the use of a living trust as a means of reducing the cost of passing your assets to your heirs at death.  For most people, the primary motivation for creating a living trust is to avoid the probate process.  In general, any assets which are…

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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.