Our Family Legacy

A Tradition Passed Forward

From one advisor to three generations of family members, the Sayre tradition of serving clients continues today.

The story of the Sayre family in financial services began with Charles Sayre. Through hard work, trusted relationships, and a commitment to helping clients achieve their financial goals, he established a foundation that would extend far beyond a single career.

Over time, Charles was joined by his sons, Robert and John, creating a family practice built on shared values and a common purpose. As Charles stepped away from the business, leadership transitioned to Robert, with John continuing alongside him. The next chapter began when Robert's son, Tim, joined the team, followed by Tim's brother, Brian. Most recently, Tom Sayre joined his younger brothers and nephews, bringing the family's story full circle.

Today, the team reflects decades of continuity, growth, and commitment to client service. While the faces have changed over the years, the principles that guide the practice remain the same: building lasting relationships, providing thoughtful advice, and helping families plan confidently for the future

 

Meet Our Team

Robert Sayre, MBA

Financial Advisor
Managing Director - Investments

Timothy Sayre

Financial Advisor
Associate Vice President - Investment Officer

John Sayre

Financial Consultant
Senior Vice President - Investments

Thomas Sayre, MBA

Financial Consultant
Vice President - Investments

Brian Sayre

Client Associate

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about and get started.

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College Savings Plans

As a parent or grandparent, you’re probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.

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Access Your Account

Review the financial details of your account.

Access Your Account

eMoney Advisor® — Connecting your money to what is important in your life

You’ve worked hard to get where you are in life. Now your money can work hard for you with our LifeSync® experience. LifeSync is our approach to planning that helps align your financial objectives with your personal aspirations to help create the unique path to the life you want to live.

Find out where you stand

Your path starts by understanding your relationship with money. Throughout your life, what lessons have you learned? What compromises or adjustments have you made to get you where you are today? These personal insights will help guide you to the future you aspire to live.

Explore your future possibilities

Consider all the possibilities that your money can bring to you. Travel? Build a home? Start a business? Only by recognizing, communicating and documenting your desired outcomes can you and your advisor create a path toward reaching them.

Create your path

You and your advisor are now ready to design your personal path with our robust eMoney Advisor planning tool. Throughout your life, your advisor with eMoney, will provide you with the choices, information and action steps that will help guide you to the future you imagine.

IMPORTANT: The projections or other information generated by eMoney® regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.

Contact Us

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