A complete list of active advisors currently associated with Dominion Financial Advisors, LLC

Warmer can help you find a great advisor at Dominion Financial Advisors, LLC or one who fits your needs even better.

The firm is a fee-only independent investment adviser that provides financial planning and discretionary investment management to individuals and high-net-worth individuals. It offers one-time Foundational plans, ongoing Sustaining planning, and project-based engagements, with investment management available only to clients who opt into the Sustaining planning service. Investment advice is grounded in modern portfolio theory and asset allocation and combines passive and active vehicles, mutual funds, ETFs, and select individual securities informed by fundamental analysis; accounts are reviewed on a regular (typically quarterly) basis and trades may be aggregated across client accounts. The firm recommends and requires custody through a single institutional custodian and uses that platform’s execution, reporting, and support services as part of its investment operations. Noteworthy differences from many peers include a disclosed outside real estate brokerage activity carried on by the firm’s principal, who may receive referral fees for introducing non‑advisory parties to third‑party real estate professionals (the brochure states these referrals are separate from advisory services and do not involve advisory clients). The principal is also dually registered with another SEC‑registered adviser and devotes a substantial portion of professional time to that role; the firm is newly established with relatively small assets under management, which may affect scale and staffing compared with larger independent firms.

To learn more about the advisors currently working at Dominion Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.