Fiduciary advisors in Charlottesville, VA

Charlottesville, Virginia

Independent RIA

A.N. Culbertson & Company is an independent registered investment adviser in Charlottesville, Virginia, offering investment management and wealth management services. The firm structures individual portfolios around client-specific goals and risk tolerance, favoring direct ownership of stocks and bonds over mutual funds, and does not earn product sales commissions. Led by founder Alan N. Culbertson and a team that includes a CPA with PFS credentials and investment professionals with decades of institutional asset management experience, the firm emphasizes long-term investing discipline and acts under a fiduciary obligation to clients' best interests.

Charlottesville, Virginia

Capitum Wealth Management, based in Charlottesville, Virginia, is an LPL Financial-affiliated firm founded by John Thornton and Jake McLean. The firm provides investment management, wealth management, estate planning, and philanthropic planning services, with an approach that emphasizes understanding each client's distinct circumstances and objectives.

Charlottesville, Virginia

Consolidated Planning, Inc. is a financial planning firm based in Charlottesville, Virginia that offers comprehensive financial planning services. The firm emphasizes a consultative, client-centered approach and uses The Living Balance Sheet methodology to help clients organize and coordinate their financial affairs. Their financial professionals serve clients both locally and nationwide through in-person and virtual meetings.

Charlottesville, Virginia

J. Dawn Heneberry, CTFA, AWMA®, CFP® is an investment advisory firm in Charlottesville, Virginia. Services include Financial Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charlottesville, Virginia

James Childress is an investment advisory firm in Charlottesville, Virginia. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charlottesville, Virginia

Jill Fletcher, CFP®, AIF® is an investment advisory firm in Charlottesville, Virginia. Services include Financial Planning. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charlottesville, Virginia

Judd McCoy, CFP® is an investment advisory firm in Charlottesville, Virginia. Services include Financial Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charlottesville, Virginia

Middlebrook Wealth is a financial advisory firm headquartered in Charlottesville with additional offices in Staunton, Harrisonburg, and Berryville, Virginia. The firm offers financial planning, retirement planning, estate planning, and insurance analysis, with particular focus on athletes managing complex income and endorsement situations. Their approach emphasizes holistic planning that integrates estate strategy with broader financial goals, and they coordinate with clients' tax and legal advisors. The firm operates as a team-based practice that manages ongoing client relationships through an initial planning conversation, strategy development, and active progress monitoring.

Charlottesville, Virginia

Morris & Wells Wealth Management is an investment advisory firm in Charlottesville, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 34 Google reviews.

Charlottesville, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Charlottesville, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Charlottesville, Virginia

Selective Wealth Management - Charlottesville is an investment advisory firm in Charlottesville, Virginia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Charlottesville, Virginia

Sturman Wealth Advisors, founded in 2003 and based in Charlottesville, Virginia, provides financial planning services to individuals and families. The firm is led by Todd Sturman, a CFP® and AIF®, along with Jay Cranford, a CFP® and Enrolled Agent. The practice deliberately limits its client roster to focus on personalized service, with an emphasis on retirement planning and comprehensive wealth management.