Financial Planners in Hickory

“Deaton, Kelly, and the entire team have proven to be a trusted partner in investment advising. Their approach is not centered on selling products, but rather on ensuring that each client’s financial foundation is both strong and built for long-term growth.
I continue to be impressed by the results they’ve delivered, as well as the discipline and stewardship they demonstrate in managing investments. Their commitment to trust, integrity, and transparency truly defines the culture at Thayer Financial.
At no point have I felt anything other than confident in their guidance. I’m grateful for their professionalism and dedication—thank you to the entire team.“

“They know what they are doing. They ask what are your goals and help you achieve them.“

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“Mitchell has gone above and beyond to support me during my financial journey. His down to earth, understandable, and focused advice has not only helped me make solid investments for the future, but has helped me completely change the way I look at making financial decisions. I am so glad I began working with him.“