The Challenge
Linder wanted to transform from investment management to a full-service wealth management firm. They also want to grow assets under management and revenue faster. And they wanted to do this while maintaining their independence and compensation.
The Solution
Thayer Partners is a full-service wealth manager delivering its core services by focusing on four quadrants (investment management financial planning tax planning and estate planning), the elements that Linder Financial was looking for. Linder was also looking for the right cultural fit as was Thayer Partners. The Thayer Partners core values are purposeful, honest, inspirational, compassionate, and collaborative.
Linder Financial is also looking for a structured program to help them grow organically rapidly. They participated in the Thayer Growth Summit in the beginning of 2025 which included training with a practice growth coach whose firm trains 500 advisors a year will have added on average $7.5 million in the first 100 days of training.
The Results
Today, the owners of Linder Financial offer three additional services to their clients to round out a full suite of wealth management is include financial planning, tax planning, and estate planning.
In the first six months after the partnership was closed, Linder have also added $15mm million in new AUM through asset held away and new clients . They also repriced their client fees. Together, this will result in revenue growth of 54% growth year over a year.
Looking forward in the coming 6 to 12 months they are evaluating swapping their equity for Thayer Partners equity so that they can maximize the value of their firm. They are working with Thayer’s back office to reduce administrative responsibilities so that they can focus on delivering Raving Fans client service and growing the business.
Conclusion:
Many RIA owners are faced with partnering with another firm to expand services and to accelerate growth or simply go it alone. Many of these owners choose to go to alone because they have had several partnership conversations which turned out to be nothing more than acquisitions where they lose their independence and take a significant pay cut.
A partnership with Thayer Partners helps our partners grow organically while removing the administrative burden of running a Wealth Advisory firm. Equally important, the partnership is designed for partners to retain their independence—running their firm the way they want to run it--and to maintain their current compensation.
