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Showing 1 - 12 of 19 results
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.
Harrisonburg, Virginia
1-24 employees
Graves Light Lenhart Private Wealth Management provides experienced wealth management and investment strategies for clients in Virginia and beyond. We use data-driven systems to create custom portfolios for a comprehensive approach to managing your wealth.
Retirement Benefits Rank
Top Benefits
FELTON GROUP, LLC
FELTON GROUP, LLC
Charlottesville, Virginia
25-49 employees
Felton Group LLC was formed in 2008 and is focused on providing our clients with superior private investigation and consulting services. Our company is managed by an experienced retired law enforcement professional with over 38 years of experience in law enforcement, security, and investigations. We maintain a highly respectable reputation in the industry. We have a history of professional relationships with all segments of the legal community. Our core belief is that nothing can replace experience, preparation and dogged determination in conducting investigations. Our office is located in Goshen, NY and we provide our investigative services throughout the Hudson River Valley of New York State and surrounding areas.
Retirement Benefits Rank
Top Benefits
CHASE BENEFIT ADVISORS
CHASE BENEFIT ADVISORS
Glen Allen, Virginia
1-24 employees
Chase Dominion Advisors is your trusted retirement plan partner. Our mission is to help more people pursue retirement on their terms by helping them save and invest wisely through proper plan design and carefully crafted employee communications. Clarke Chase founded Chase Dominion Advisors in 1985 with the belief that every American worker should have the opportunity to retire on their terms. For more than 25 years, Clarke and his team of professionals have been helping plan sponsors implement retirement plans designed to help increase employees’ “retirement readiness.” When seeking the most appropriate retirement plan for your company and your employees, it’s critical to incorporate the guidance of those who are dedicated to providing impartial advice and innovative strategies. At Chase Dominion Advisors, we help you and your workforce pursue your respective financial goals, and we welcome the opportunity to serve your needs. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.chasedominion.com
Retirement Benefits Rank
Top Benefits
JUNO FINANCIAL GROUP, LLC
JUNO FINANCIAL GROUP, LLC
Richmond, Virginia
1-24 employees
Juno Financial Group is an independent financial services firm that provides retirement plan management for employers and comprehensive wealth planning for individuals and families. With a combined 65+ years of experience, the Juno team partners with clients to deliver objective advice with a solutions-based approach. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.com) / SIPC (www.sipc.com). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Juno Financial Group is not affiliated with Kestra IS or Kestra AS. This page is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Kestra Financial may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 737-443-2582. Check the background of this firm and their investment professionals on FINRA's BrokerCheck at http://brokercheck.finra.org.
Retirement Benefits Rank
Market Leading
REDMOND ASSET MANAGEMENT LLC
REDMOND ASSET MANAGEMENT LLC
Henrico, Virginia
1-24 employees
Redmond Asset Management, LLC is a registered investment adviser located in Richmond, VA. Investments are tailored to individual requirements and tax situations by using quantitative and qualitative analysis and fundamental research to build sound, long-term investment portfolios. We take pride in our ownership investment philosophy and our razor-like focus on each and every client. RAM identifies and invests in companies that it believes will outperform the market over full market cycles: - All Cap Growth investors - Emphasize bottom-up stock selection - Growth and value are “joined at the hip” - RAM portfolios typically include 30 stocks
Retirement Benefits Rank
Top Benefits
HEARTWOOD WEALTH ADVISORS, LLC
HEARTWOOD WEALTH ADVISORS, LLC
Richmond, Virginia
1-24 employees
Handled client relations and built individualized wealth strategies to be presented to senior partners contributing to a campaign to raise AUM to a targeted level. Oversaw the onboarding of 4 full time and various part time tax consultants to better serve clientele.
Retirement Benefits Rank
Market Leading
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STRATEGENT FINANCIAL, LLC
STRATEGENT FINANCIAL, LLC
Harrisonburg, Virginia
1-24 employees
Strategent Financial, LLC was founded by Dale S. Lam to provide financial advisory and wealth management services to a select group of clients. The foundational underpinnings for Strategent’s client service strategy is that successful individuals and families require and deserve sound financial strategies, investment management and advisor oversight. In essence, Strategent provides a “personal” chief financial officer service to its clients, just as successful corporations rely upon a chief financial officer to execute and manage their financial concerns. Through its consultative client service, Strategent provides a comprehensive financial solution to meet the needs of its clients. By thoroughly understanding its clients’ goals and objectives, Strategent is well positioned to provide the appropriate investment plans and advanced planning tools that they require. Strategent Financial is an independent, fee-only advisory firm. As a registered investment advisory firm, Strategent has a fiduciary responsibility to its clients. Strategent is compensated solely from its clients and does not receive commissions from third parties for selling products.
Retirement Benefits Rank
Market Leading
ARCURI ASSOCIATES WEALTH MANAGEMENT LLC
ARCURI ASSOCIATES WEALTH MANAGEMENT LLC
Charlottesville, Virginia
1-24 employees
Arcuri Associates is a Veteran-owned business. We take a customized yet simple approach to planning: understand our clients in an effort to make the most suitable decisions possible. We take time to learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Building long-term relationships that encourage open and honest communication has been the cornerstone of our client/advisor relationships. Together, we develop and implement the recommendation and then monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals, and when necessary, we will adjust your financial plan. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Arcuri Associates Wealth Management are separate entities from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Retirement Benefits Rank
Top Benefits
WILKINSON WEALTH MANAGEMENT, LLC
WILKINSON WEALTH MANAGEMENT, LLC
Charlottesville, Virginia
1-24 employees
Comprehensive personal financial planning and investment management guidance for families, small business owners, and individuals.
Retirement Benefits Rank
Below Market
BLUE HERON CAPITAL, LLC
BLUE HERON CAPITAL, LLC
Richmond, Virginia
1-24 employees
Blue Heron Capital is a growth equity firm based in Richmond, Virginia. Nothing excites us like growth and disruption, and that’s why we fund big ideas in healthcare and enterprise technology. We use the powerful combination of financial capital and the human capital of our OA Collaborative to invest in companies where we have deep, relevant experience. This business-building strategy gives portfolio management teams access to diverse experiences and insights to accelerate their company growth.
Retirement Benefits Rank
Market Laggard
EVOLUTION ADVISERS
EVOLUTION ADVISERS
Richmond, Virginia
1-24 employees
We intentionally created EVOadvisers to be a different kind of financial advisor. We are independent, Fee-Only financial planners. In fact, we are actually flat Fee-Only. We work for and with you, and only you. We do not sell any products and, therefore, do not receive commissions on any products – even though that’s the dominant model in the industry. Our advice and recommendations are objective, transparent, honest, and in your best interests.
Retirement Benefits Rank
Market Leading
PARAGON FINANCIAL SERVICES
PARAGON FINANCIAL SERVICES
Richmond, Virginia
1-24 employees
Paragon Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients. Our staff consists of experienced professionals with a "hands on"​ approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. For a list of states in which we are registered to do business, please visit www.paragonfinancial.com. Securities offered through LPL Financial, Member SIPC www.sipc.org . Investment advice offered through Paragon Financial Services, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Market Leading