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.

Dominion Financial Advisors provides financial planning and discretionary investment management services to individual and high‑net‑worth clients. The firm offers three planning scopes—Foundational, Sustaining, and Project‑Based engagements—and makes investment management available principally to clients enrolled in its Sustaining Financial Planning service. Investment decisions are guided by an asset‑allocation framework that draws on modern portfolio theory and a blend of passive and active managers, with fundamental analysis applied to fund and security selection. When engaged for investment management the firm typically manages accounts on a discretionary basis, directs clients to an institutional custodian for trade execution and custody, and conducts regular, primarily quarterly, account reviews. Notable distinctions include that the firm’s principal is a licensed real estate broker with a background in corporate real estate and may receive referral fees for non‑advisory corporate real estate introductions that are conducted separately from advisory services. The firm also uses hourly billing for one‑off, project‑based planning in addition to asset‑based advisory arrangements, and operates as a recently established, single‑principal adviser with a relatively modest discretionary asset base.

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.