Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
William V
Series 65
Richm0nd, VA
Vernon Management Group, Incorporated
William Vernon is a financial advisor at Vernon Management Group, Incorporated, with a Series 65 credential and three years of industry experience. Prior to joining Vernon Management Group, he worked at the Country Club of Virginia and spent 15 years in education. Vernon Management Group serves individual and high-net-worth clients, trusts, estates, pension plans, and other entities, primarily through separately managed accounts. The firm emphasizes a proprietary, trend-focused investment process that incorporates technical analysis, charting, and backtesting, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.
Richard V
Series 65
Richm0nd, VA
Vernon Management Group, Incorporated
Richard Vernon is a financial advisor at Vernon Management Group, Incorporated with six years at the firm and three years of industry experience. He holds a Series 65 designation. Outside of his advisory role, Vernon is the owner of Blue Sky Life & Annuities, a business that sells life insurance and fixed annuities. Vernon Management Group serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, primarily through separately managed accounts. The firm employs a proprietary, trend-focused investment approach based on technical analysis and active daily portfolio monitoring.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters