A complete list of active advisors currently associated with Pettyjohn, Wood & White, Inc.

Warmer can help you find a great advisor at Pettyjohn, Wood & White, Inc. or one who fits your needs even better.

Pettyjohn, Wood & White, Inc. manages approximately $1.02 billion in client assets and provides discretionary portfolio management primarily for individuals and families, including high‑net‑worth clients, as well as trusts, estates, qualified retirement plans, and foundations. Like most team firms, it generally charges percentage‑of‑AUM fees and focuses on customized portfolio services for individual clients. The firm’s investment process is client‑driven and customized: portfolio objectives and risk profiles are set through a comprehensive review of each client’s financial picture, and portfolios are managed on a discretionary basis with an emphasis on both appreciation and current income. Equity selection combines bottom‑up fundamental analysis with top‑down sector considerations, while fixed‑income exposure is typically managed as a largely passive ladder; ETFs and mutual funds are used selectively for diversification and efficiency. What sets the firm apart from many peers is its corporate structure and related operational services: it is a wholly‑owned subsidiary of Bank of the James Financial Group and operates alongside bank and insurance affiliates, with referral arrangements for bank and insurance products (while prohibiting advisory recommendations on parent‑company securities). The firm also operates a bill‑paying service (through a wholly‑owned subsidiary and standing letters of authorization/ACH arrangements) and accepts certain custody‑type authorities for some clients, practices that have led to annual surprise custody examinations and reflect a broader set of service capabilities than is typical for similarly sized independent teams.

To learn more about the advisors currently working at Pettyjohn, Wood & White, Inc., 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.