Independent advisors in Charlottesville, Virginia

Heritage Wealth Advisors LLC is a finance institution located at 725 Jackson Street, Fredericksburg, Virginia, United States. As one of the region's most experienced and established multi-family offices, we specialize in helping clients protect and grow their wealth. Our team of financial experts is dedicated to understanding each client's goals and purpose, and we work collaboratively to create tailored strategies to reach those goals. We believe that with great wealth comes great responsibility, which is why we emphasize helping clients achieve their charitable goals while upholding the same standard ourselves. Our suite of services is designed to cater to executives and entrepreneurs in their mid to late career, helping them preserve and extend their wealth beyond their company plans.

First Command Financial Advisor - Jay Dymek is a finance institution located at 108 5th Street Southeast, Charlottesville, Virginia, United States. As a part of First Command Financial Services, Inc. and its affiliated entities, Jay Dymek provides expert financial advice and services to clients on a strictly voluntary basis. The institution does not provide any direct or indirect compensation to clients for testimonials, ensuring transparency and trust in their services. While client testimonials may vary, First Command Financial Advisor - Jay Dymek strives to provide personalized financial solutions for each individual, with no guarantee of future performance or success.

Morgan Stanley Financial Advisors is a renowned finance institution located at 401 East Market Street in Charlottesville, Virginia, United States. Our team of experienced and knowledgeable financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing expert advice and exceptional service, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Dan Sheehan, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, is committed to understanding your values and helping you achieve your financial goals. With a focus on one-on-one conversations and communication, the team works to develop personalized strategies to manage risk and work towards the returns necessary to help you achieve your objectives. As a CERTIFIED FINANCIAL PLANNER™ certificant, Dan Sheehan holds himself to the highest standards of professional competency and ethical practices. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Dan Sheehan can help you build and document a personalized plan centered on your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, the team is dedicated to helping you pursue what matters most to you. With a focus on open communication and a clear understanding of your goals and expectations, Merrill Lynch Financial Advisor Dan Sheehan is committed to putting your best interests first.

Merrill Lynch Financial Advisor John Dozier, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, is a finance institution dedicated to working closely with successful individuals and families to create personalized wealth strategies that align with their priorities, values, needs, and goals. John Dozier, with a background in Asset Management and derivative strategies for institutional clients, holds a Bachelor of Business Administration from Southern Methodist University and a Master of Business Administration from the University of Michigan. He is a Certified Private Wealth Advisor® (CPWA®) and is a member of the Southern Environmental Law Center’s Next30 committee. John believes in creating a financial approach that helps clients pursue their goals, whether it's planning for retirement, saving for a home, or funding a child's education. By understanding each client's unique investment personality and life priorities, Merrill Lynch Wealth Management Advisors like John Dozier aim to design a customized approach that reflects individual needs and financial situations. With access to Merrill's investment insights and banking solutions from Bank of America, clients can receive comprehensive financial guidance to help them achieve their goals. John's mission is to understand each client personally and help them implement a plan to manage, grow, and preserve their wealth while addressing investment risk. By staying in touch with clients to discuss changes in their lives and financial markets, John aims to help clients stay on track towards their financial goals. With a dedication to putting clients first, Merrill Lynch Financial Advisor John Dozier offers personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.

Edward Jones - Financial Advisor: Chris Abbott, CFP®|AAMS™ is a reputable financial institution located at 2020 Bond Street in Charlottesville, Virginia, United States. As a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), Chris Abbott provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or managing your wealth, Chris Abbott and his team at Edward Jones are dedicated to providing top-notch financial services tailored to your specific needs. Visit their office today to start planning for a secure financial future.

Lincoln Financial Advisors is a reputable finance institution located at 124 Sundrops Court in Charlottesville, Virginia, United States. With a team of experienced financial professionals, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Lincoln Financial Advisors can provide personalized solutions to meet your needs. Trustworthy and reliable, they are dedicated to helping their clients secure a stable financial future.

Sturman Wealth Advisors is a finance institution located at 404 People Place in Charlottesville, Virginia, United States. The institution specializes in helping individuals and families plan for their financial future. Whether it's managing a sudden inheritance, preparing for retirement, or navigating the complexities of wealth accumulation, Sturman Wealth Advisors offers personalized financial planning services to meet the unique needs of each client. The team at Sturman Wealth Advisors takes a hands-on approach to financial planning, starting with in-depth conversations to understand each client's goals, values, and priorities. From there, they work together to develop a comprehensive financial plan that aligns with the client's objectives. Throughout the process, clients receive ongoing support and guidance to help them make informed decisions about their money.

Edward Jones - Financial Advisor: James S Clark, AAMS™ is a trusted financial institution located at 1430 Rolkin Court in Charlottesville, Virginia, United States. Specializing in finance, this institution offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, James S Clark, AAMS™ provides expert advice and guidance to help clients make informed decisions about their investments and financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: James S Clark, AAMS™ is dedicated to helping you achieve financial success.

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.

Richard Monroe is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 941 Glenwood Station Lane in Charlottesville, Virginia. As a finance institution, Ameriprise offers personalized financial planning services to help clients achieve their financial goals. Each advisor, including Richard Monroe, has "Top areas of focus" which can be tailored to align with your specific financial needs. You can review Richard Monroe's background, credentials, and experience to determine if he is the right fit for you. By filling out the "Request consultation" form, you can connect with Richard Monroe for a complimentary initial consultation to discuss your financial goals and create a customized plan.

Antoinette Lucas - TIAA Wealth Management Advisor is a leading financial institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. As a trusted wealth management advisor, Antoinette Lucas provides personalized financial solutions to help clients achieve their financial goals and secure their financial future. With a focus on transparency, integrity, and client satisfaction, Antoinette Lucas is dedicated to providing top-notch financial planning and investment services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Antoinette Lucas - TIAA Wealth Management Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Kimberlee A Barrett-Johnson is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 908 East Jefferson Street in Charlottesville, Virginia, United States. With a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Kimberlee offers expert financial advice and services tailored to the needs of individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Kimberlee is committed to upholding the highest standards of professionalism and ethics. Whether you are looking for advice on wealth transfers, retirement planning for domestic partners, estate planning, or investment management, Kimberlee has the expertise and knowledge to help you achieve your financial goals. Contact Kimberlee A Barrett-Johnson today for personalized financial solutions that will help you secure your financial future.

Gregory Switzer - TIAA Wealth Management Advisor is a reputable finance institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. As a trusted advisor, Gregory Switzer offers personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on providing expert advice and tailored solutions, clients can rely on Gregory Switzer to guide them through the complexities of wealth management and investment strategies. Whether you are planning for retirement, saving for a major purchase, or building your investment portfolio, Gregory Switzer is dedicated to helping you make informed decisions and maximize your financial potential.

Craddock Sirius Insurance is an insurance agency located at 687 Berkmar Circle, Charlottesville, Virginia, United States. We specialize in providing insurance solutions in Central Virginia, including Charlottesville City, Albemarle County, Fluvanna County, Green County, Orange County, and throughout all of Virginia. As a multi-generational, family-owned agency, we pride ourselves on creating innovative solutions to even the toughest risk management challenges, while building personal relationships with our clients. We believe in providing expert advice and personal attention to our clients, ensuring their financial security and quality of life are protected. Our independent agency offers a comprehensive suite of insurance solutions to protect you from the unexpected and help you plan for the future. Whether you're looking for life insurance, auto insurance, home insurance, or any other type of insurance, we are here to help.

Kristina Wyant - State Farm Insurance Agent is an insurance agency located at 90 Whitewood Road in Charlottesville, Virginia. They offer tips to help prevent car theft and auto break-ins, as well as advice on minimizing damage from potholes. The staff includes licensed professionals like Emily Hammons, Johana De La Cruz Hernandez, Jerry Rankin, Selena Proffitt, Stuart Stump, Dillon Koon, and Jodi Alger who are ready to assist with auto and homeowner insurance needs. They also provide information on DIY auto maintenance and offer quotes for car or home insurance. The institution emphasizes the importance of protecting sensitive personal information and offers various insurance products such as life insurance and annuities. They also provide pet insurance options through American Pet Insurance Company and ZPIC Insurance Company. State Farm is a separate entity from these insurance providers and does not endorse third-party sites. The institution also advises consulting a tax or legal advisor for personalized advice. Contact Kristina Wyant - State Farm Insurance Agent for all your insurance needs in Charlottesville, Virginia.

Coleman & Davis Insurance Agency, located at 300 Hickman Road in Charlottesville, Virginia, is a trusted insurance agency specializing in auto, commercial, and life insurance. Our dedicated team prioritizes finding the best coverage for our customers to protect what matters most in life. As an Independent agency, we have the flexibility to work with a diverse range of top carriers to tailor the best coverage for your specific needs. Trust Coleman & Davis Insurance Agency to provide you with the peace of mind and protection you deserve.

TIAA Financial Services is a reputable institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. As a bank, finance, and insurance agency, TIAA offers a wide range of financial services to individuals and businesses in the area. With a strong focus on customer satisfaction and financial expertise, TIAA is dedicated to helping clients achieve their financial goals and secure their futures. Visit TIAA Financial Services today for expert guidance and personalized financial solutions.

The Zemon Team is a well-established finance institution located at 540 Greenfield Terrace in Charlottesville, Virginia, United States. With a team of experienced financial experts, we provide a wide range of financial services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

Morris & Wells Wealth Management is a premier financial institution located at 410 White Gables Lane in Charlottesville, Virginia, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer comprehensive financial planning, investment management, and retirement planning solutions. Trust Morris & Wells Wealth Management to guide you towards a secure financial future.

Solitude Financial Services is a reputable finance institution located at 236 East High Street in Charlottesville, Virginia, United States. As a trusted provider of financial services, we offer a wide range of solutions to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and comprehensive financial advice to our clients. Whether you need assistance with investments, retirement planning, or estate planning, Solitude Financial Services is here to help you navigate the complexities of the financial world. Trust us to provide you with the guidance and support you need to secure your financial future.

Ascent Financial Group, located at 230 Court Square in Charlottesville, Virginia, is a finance institution that specializes in retirement planning, investment management, and tax planning services. Their goal is to help clients maximize their money and retire with confidence by removing the guesswork from creating a successful retirement. Clients often have questions about their financial preparedness for retirement, healthcare costs, protecting their nest egg from market declines, creating income from investments, and ensuring tax-friendly investments and income distributions. Ascent Financial Group focuses on designing the right asset mix to protect financial independence, building confidence in retirement decisions, reducing taxes, and creating a reliable income stream in retirement.

Located in Charlottesville, Virginia, Michael Miller Financial is a finance institution dedicated to putting clients' interests first. With over 30 years of experience, Michael Miller offers customized portfolio strategies to help clients achieve their wealth management objectives. Whether clients are looking to build an equity, fixed income, or balanced portfolio, Michael Miller works closely with clients to design a plan tailored to their investment objectives, time frame, and risk tolerance. As a Registered Representative with Cambridge Investment Research, Inc., Michael Miller provides independent and objective advice to meet clients' needs. Additionally, Michael Miller integrates estate and financial planning concepts into investment advice, working with clients' attorneys and accountants to develop a comprehensive financial plan. Securities are offered in various states including VA, FL, NY, NH, OH, DC, IL, and SC. Trust Michael Miller Financial for quality advice and personalized service to help you achieve your financial goals.

Emergent Financial Services, LLC. is a leading finance institution located at 310 Old Ivy Way in Charlottesville, Virginia, United States. With a focus on providing personalized financial solutions to individuals and businesses, Emergent Financial Services, LLC. offers a wide range of services including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Brown Advisory is a finance institution located at 410 East Water Street in Charlottesville, Virginia, United States. They specialize in providing discretionary investment management services for private clients, individuals, families, professional single family offices, endowments, foundations, non-profits, investment consultants, pension funds, financial institutions, RIAs, broker-dealers, private banks, and more. With offices in various locations worldwide, Brown Advisory offers first-rate investment performance, strategic advice, and top-notch client service to help clients reach their long-term financial goals. Their team of over 850 equity owners is dedicated to delivering tailored investment solutions and expert guidance to individuals, families, and institutions across the globe.

Petrichor Wealth Management is a leading finance institution located at 408 East Market Street in Charlottesville, Virginia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized wealth management services tailored to each client's individual needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Petrichor Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you navigate the complexities of the financial world and make sound investment decisions for a brighter tomorrow.

Raymond James & Associates is a respected finance institution located at 1405 Rolkin Road in Charlottesville, Virginia, United States. They offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Raymond James & Associates is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James & Associates is committed to helping you navigate the complexities of the financial world with confidence.

First Command is a trusted financial institution located at 108 5th Street Southeast in Charlottesville, Virginia. As a full-service bank, finance, and insurance agency, we provide a wide range of services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you're looking for banking services, investment advice, or insurance coverage, First Command is here to help you secure your financial future. Visit us today to learn more about how we can assist you in achieving your financial goals.

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.

LTC Financial Partners is a leading finance, health, and insurance agency located at 3949 Riverview Lane in Charlottesville, Virginia, United States. With a focus on providing long-term care solutions, LTC Financial Partners offers a range of insurance products and financial services to help individuals and families plan for their future healthcare needs. Their team of experienced professionals is dedicated to helping clients navigate the complexities of long-term care planning and find the right solutions to protect their financial well-being. Whether you are looking for insurance coverage or financial planning advice, LTC Financial Partners is committed to helping you secure a stable and secure future.