Top general tax planning financial advisors in Charlottesville, VA

George Hamar is a financial advisor at Chilton Investment Services, LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Chilton Investment Services since 2013. Outside of his advisory role, he serves as a trustee of private trusts. Chilton Investment Services, LLC provides discretionary and non-discretionary investment management, family-office support, and advisory services to private fund investors, high- and ultra-high-net-worth individuals, and institutional clients. The firm employs a long-term investment approach combining bottom-up fundamental research with top-down macro and relative-value analysis across equity and fixed-income strategies, and manages portfolios through various vehicles including separately managed accounts and sub-advised UMA accounts.

Michael Whitney is a CFP® professional with four years of industry experience, currently serving at Solitude Financial Services, Inc. He previously worked at Albany Financial Group and LPL Financial, LLC. Solitude Financial Services provides fee-only, fiduciary investment advice and discretionary portfolio management to individual and high-net-worth clients using a financial life management framework. The firm emphasizes long-term, buy-and-hold investment strategies with model portfolios primarily composed of ETFs, mutual funds, stocks, and bonds, and employs options strategies to manage portfolio risk.

Margaret Connelly is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Investor FAN. She has over a year of industry experience, with prior roles at Visible Wealth Planning and Equita Financial Network, Inc. Before entering the financial advisory field, she spent 15 years with the Georgia Retirement System and three years as a full-time homemaker. Investor FAN offers investment management, financial consulting, and retirement plan advisory services to individuals, retirement plans, trusts, foundations, and charitable organizations. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of the end of 2024.

Shelly Pellish is a Series 66-licensed financial advisor with Ameriprise in Charlottesville, VA, with seven years of industry experience. She has been with Ameriprise and its affiliated entities since 2017, following a 15-year tenure at the Center for Christian Study. Outside of her advisory role, Pellish is the owner of Flying Squirrel, LLC, which she manages alongside her work at Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering personalized recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ellen Doyle is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. She holds a Series 66 designation and previously worked at Truist Investment Services, Inc. and BB&T Securities, LLC. Outside of her advisory role, she is a member and bookkeeper of a family ceramic tile and marble installation business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, offering a range of services from retirement plan advisory to comprehensive financial planning and specialized private wealth programs.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.