A complete list of active advisors currently associated with Virginia Estate And Retirement Planning Advisors, Inc.
Warmer can help you find a great advisor at Virginia Estate And Retirement Planning Advisors, Inc. or one who fits your needs even better.
Virginia Estate and Retirement Planning Advisors, Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, including retirement income planning, estate-document review, tax-return review, and insurance analysis. The firm offers ongoing asset management alongside standalone financial planning engagements billed on fixed-fee or hourly bases. The firm constructs investment programs around each client’s stated objectives, time horizon, and risk tolerance, employing fundamental, technical and cyclical analysis and conducting account reviews at least quarterly or more often as needed. Custodial and execution relationships (e.g., Charles Schwab and Foliofn) are used for trade execution and custody, and the firm generally bills advisory fees as a percentage of assets under management. Compared with many small advisory practices, the firm operates seven offices and maintains affiliated businesses: an insurance agency through which the principal offers insurance products and a tax services business that performs tax reviews and related advice. Those affiliations and the potential conflicts of interest are disclosed in the brochure and described as mitigated by firm procedures and client choice regarding whether to use affiliated services.
To learn more about the advisors currently working at Virginia Estate And Retirement Planning Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Glen Allen, VA
| 1
| |
Glen Allen, VA
| 21
|
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