Financial Advisor in Charlottesville

Services include financial planning and investments (40l(k), IRS, estate planning), investment banking, asset management, banking, insurance, taxes and estate planning, durable powers of attorney, and trust services (which include revocable living trusts, credit shelter trusts, irrevocable trusts, generation skipping trusts, QTIP trusts, minor's trusts, charitable remainder trusts). 



Specializes in serving the needs of retired clients and clients nearing retirement. Works closely with client's other trusted advisors such as estate attorneys, CPAs, etc. so the entire picture of a client's financial situation is understood.



Financial advisor who works with individuals with memory loss and caregivers.



Other offices located in Arlington, Springfield, Fairfax Vienna and McLean, Virginia.