First Dominion Wealth Advisors LLC

First Dominion Wealth Advisors LLC provides personalized financial advisory services to individuals, families, and households, with a core emphasis on families that include an individual with a disability. Services include comprehensive financial planning (cash flow, retirement, tax‑efficient strategies, insurance needs analysis, and estate coordination) and non‑discretionary investment management governed by a separate Investment Management Agreement.

The firm conducts a structured discovery process to tailor plans to each client’s circumstances and uses an ongoing subscription model for financial planning alongside investment recommendations that favor diversified, low‑cost index funds and ETFs; all trades require client review and approval. As a newly registered adviser with no managed accounts reported at the brochure date, the firm recommends qualified custodians for custody and, with prior written authorization, may have advisory fees deducted directly from client accounts.

The adviser is affiliated with a separately operated insurance business whose principal holds life and health producer licenses in all 50 states and may receive commission compensation for insurance sales; that affiliation and its potential conflicts are disclosed and managed through separate legal entities and written disclosure. The firm’s focused specialization in special needs planning — including ABLE account strategy, special needs trust coordination, attention to government benefit rules, a ChSNC® designation, and active membership in disability‑focused professional organizations — and its subscription planning model are distinguishing features among small independent advisory practices.