Plan Your Future With
CONFIDENCE
Deliberate
Strategy
We build your financial strategy around defined goals, rigorous analysis, and a disciplined process - so every decision and every dollar serves a purpose.
Enduring
Partnerships
Our client relationships span decades and generations - earned through consistent performance, communication, and understanding of what matters most to your family.
Decades of
Experience
Our advisors have decades of experience guiding clients through markets and life transitions - a depth that informs every recommendation.
Broad Access,
Independent
Advice
We offer a full spectrum of solutions - recommending only what serves your needs and fulfills your objectives.
What We Do
Reach Your Goals with
Clarity and Conviction
Wealth creates options—but it also creates complexity. Whether you’re navigating a business transition, planning for retirement, or adjusting to a significant life change—an inheritance, the loss of a spouse, the sale of a company—the right strategy makes all the difference. We help you see the full picture and act on it with clarity.
- You want a financial partner, not just a portfolio manager
- You’re ready for a comprehensive plan that connects your investments, tax strategy, and long-term goals
- You value direct access to a dedicated advisor who knows your situation
Who We Serve
We are a team of seasoned financial advisors who have dedicated our careers to one thing: helping clients navigate their most important financial decisions with care, precision, and integrity.
Every member of our team brings decades of hands-on experience and a genuine commitment to the people we serve. We operate through Thurston
Springer Financial, an Independent registered Broker-Dealer (Member FINRA & SIPC), and Thurston Springer Advisors, an SEC Registered Investment Advisor which gives us the freedom to provide truly objective, comprehensive advice. For us, excellent service isn’t a slogan—it’s the standard we hold ourselves to in every conversation, every recommendation, and every review.
Every client has a unique story about what they're really working toward. Our role is to grow the balance sheet — and protect the story behind it.
Richard W. Parker
200+
High Net Worth Families Served
900M+
Assets Under Management
35+
Years Experience
How We Help
Build and Preserve Your Wealth
01
Financial
Education
Knowledge is the foundation of good decisions. We take time to explain the reasoning behind every recommendation - so you are an informed participant in your financial life plan, not a passive observer.
02
Retirement
Planning
Retirement should be defined on your terms. We build income strategies designed to sustain your lifestyle, minimize your tax burden, and give you confidence that your resources will last.
03
Estate &
Legacy Strategies
Your wealth represents a lifetime of work. We help you structure it so that your assets transfer efficiently, your wishes are honored, and the people and causes you care about are protected for the long term.
04
Portfolio
Management
We construct diversified portfolios tailored to your risk tolerance, income needs, and long-term objectives - across equities, fixed income, alternatives, and managed strategies.
Who We Are
Serving Clients For Over 35 Years
We are a team of seasoned financial advisors who have dedicated our careers to one thing: helping clients navigate their most important financial decisions with care, precision, and integrity.
Every member of our team brings decades of hands-on experience and a genuine commitment to the people we serve. We operate through Thurston Springer Financial, an Independent registered Broker-Dealer (Member FINRA & SIPC), and Thurston Springer Advisors, an SEC Registered Investment Advisor which gives us the freedom to provide truly objective, comprehensive advice. For us, excellent service isn’t a slogan—it’s the standard we hold ourselves to in every conversation, every recommendation, and every review.
How Our Services Are Priced
Depending on your needs, we may work together in several ways—including an ongoing advisory relationship in which an annual fee is charged based on the assets we manage on your behalf, a flat fee for comprehensive financial planning, or through traditional commission-based product solutions when appropriate. In every case, our priority is to recommend the approach—and specific solutions—that we believe are most efficient, effective, and aligned with your best interests.
Why Choose Us
How We're Different
A Team That’s Always There For You
When markets shift or life throws a curveball, you shouldn’t have to chase down your advisor. Our team is structured for accessibility—you have direct access to the people managing your wealth, not a call center or a rotating cast of associates.
Partners Through all of Life’s Chapters
From building a business to funding your children’s futures to navigating retirement, your financial needs evolve. We stay with you through every transition—adjusting your strategy as your life changes, so your plan always reflects where you are and where you’re headed.
Keeping the Focus on 
What Matters Most
Markets generate noise. Our job is to cut through it. We keep your plan anchored to your goals—not to headlines—so you can focus on your family, your business, and the life you’ve built, while we focus on protecting and growing your wealth.
BEGINNING OUR PROCESS
A Personal Approach To Building Wealth
Before we look at a single number, we ask the questions that matter: What does your ideal retirement look like? What role does your wealth play in your family’s life? What keeps you up at night? Your answers shape everything we build together.
Discover Your Goals
We sit down for an in-depth conversation about your lifestyle, your family, your values, and what you want your money to accomplish. We listen for what matters most—not just the financial details, but the life you're building around them.
Build Your Custom Plan
Drawing on your complete financial picture, we construct a coordinated plan integrating investments, tax strategy, risk mitigation, and legacy planning—built around your priorities.
Monitor and Adjust
A plan is only as good as its execution. We actively monitor your portfolio, track progress toward your goals, and adjust your strategy as markets shift and your life evolves—so your plan stays current, not static.
Frequently asked questions
Any Questions?
We’ve Got Answers
We believe informed clients make better decisions. On the right are answers to some of the questions we hear most often. If you don’t see yours here, we’d welcome the chance to discuss it in person.
The answer depends on more than a single number. We evaluate your desired lifestyle, anticipated expenses, income sources, health considerations, tax exposure, and inflation assumptions to determine whether your resources can sustain you—and what adjustments, if any, would strengthen your position. A comprehensive retirement analysis is one of the first things we do together.
Yes. An estate strategy isn’t just about minimizing taxes on large fortunes—it’s about making sure your wishes are carried out, your family is protected, and your assets pass efficiently to the right people. Everyone with dependents, property, or retirement accounts benefits from having a plan in place.
Performance should always be measured against your goals, not just a benchmark index. We evaluate whether your portfolio is on track to meet your specific objectives—retirement income, legacy funding, charitable giving—and whether the level of risk you’re taking is appropriate for where you are in life. If something isn’t working, we’ll tell you directly.