You won’t find any product pitches, or pictures of sailboats and golden retrievers at Thurston Hall. Just simple, straight-forward advice. Our firm is designed to deliver tangible results without unnecessary costs or complexity. And no torturous meetings that numb you into submission. Our clients want a little – a lot – and we are here to provide the “always on” type of service that you deserve.
Thurston Hall Investment Research, LLC is a fee-only financial planning firm based in Sarasota, FL and Boston, MA. As fee-only planners and fiduciaries, we receive no commissions or referral fees for any of the solutions we recommend, ensuring that our advice is 100% unbiased and focused solely on our clients’ best interests.
As a Wealth Management firm, we deliver comprehensive financial services incorporating taxes, equity compensation, investments, risk management, real estate, retirement, and estate planning.
At Thurston Hall, our clients include successful entrepreneurs, medical professionals, working professionals, and executives as well as their extended families. As a result, their financial needs are often changing, requiring a high level of care and attention. This is why personalized, relationship-based service is an integral part of our offering.