The Best Fee based wealth management in Charlottesville, Virginia
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University-Va Investment Management
University-Va Investment Management is a prestigious finance institution located at 701 East Water Street in Charlottesville, Virginia, United States. As a leading player in the financial industry, the institution offers a range of investment management services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, University-Va Investment Management is dedicated to providing top-notch financial solutions tailored to individual needs. Whether you are looking to grow your wealth or secure your financial future, University-Va Investment Management is the go-to institution for all your finance needs.
United Wealth Management, LLC
United Wealth Management, LLC is a finance institution located at 818 Village Road in Charlottesville, Virginia, United States. Specializing in PRAP Management and Financial Life Planning for pilots at United Airlines, the institution is a fee-only, independent Registered Investment Advisor. What sets United Wealth Management apart is that the advisors are also United Pilots, with firsthand experience in the industry. Alan, the founder, comes from a family of United Airlines employees and has a background in finance and aviation. Dan, the partner, is a military pilot and Certified Financial Planner™ professional. Together, they offer personalized financial advice and investment management based on a comprehensive life plan tailored to each client's individual goals and needs. United Wealth Management manages portfolios using globally diversified funds from Dimensional Fund Advisors, with a focus on long-term returns rather than market timing. The institution's value proposition is to help clients define, plot, and stay on course towards their financial goals, providing accountability, awareness, and advice along the way. The advisors believe in a life-centered approach to investment management, listening to each client's unique story and ambitions to create a personalized plan. Initial meetings are complimentary and focus on getting to know the client and their goals. Whether meeting in person or online, United Wealth Management offers flexible and convenient options for financial life planning.
Rede Wealth
Rede Wealth is a leading finance institution located at 600 Peter Jefferson Parkway in Charlottesville, Virginia, United States. With a team of experienced financial experts, Rede Wealth offers a wide range of services including investment management, financial planning, retirement planning, and wealth management. Our goal is to help clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you grow and protect your wealth.
Merrill Lynch Financial Advisor Brock Petrie
Merrill Lynch Financial Advisor Brock Petrie is a reputable finance institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. With a focus on providing expert financial advice and services, clients can trust Brock Petrie and his team to help them navigate their financial goals and investments. Whether you are looking to plan for retirement, manage your wealth, or invest for the future, Merrill Lynch Financial Advisor Brock Petrie offers personalized solutions to meet your unique needs. Trust in their expertise and experience to help you secure your financial future.
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