Fiduciary advisors in Richmond, VA

Richmond, Virginia

Ashwood Financial Partners is an independent, fiduciary financial advisory firm in Richmond, Virginia, serving families, businesses, and nonprofits. The firm offers financial planning, investment management, tax-aware planning, and retirement plan advisory services, with a team holding credentials including CFA, CFP®, CPFA®, AIF®, and CRPS®. Led by founder Ashby W. Price (CFA, AIF®, CPFA®, CRPS®) with over 25 years of experience, the firm integrates institutional-grade technology with relationship-based advisory to address clients' retirement readiness, wealth management, and fiduciary plan governance needs.

Richmond, Virginia

Covenant Wealth Advisors is a fee-only fiduciary firm serving Richmond, Williamsburg, and Reston, Virginia, as well as clients nationwide, with over $909 million in assets under management. The firm integrates retirement planning, investment management, estate planning, and tax planning services, led by a team that includes CERTIFIED FINANCIAL PLANNER™ professionals and a CPA, each bringing an average of 18+ years of industry experience. Operating on a fee-only model with no commissions, the firm focuses on helping clients approach and navigate retirement through personalized financial strategies.

Richmond, Virginia

Commission + Fee-Only

EvoAdvisors is an investment advisory firm in Richmond, Virginia. It acts as a fiduciary. Services include Financial Planning. Compensation is on a commission and fee-only basis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Richmond, Virginia

Founders Grove Wealth Partners is an independent wealth management firm headquartered in Richmond, Virginia, founded by Jeremiah Winters (CAP®, CFP®, CPWA®, RICP®) and Kate Atwood (CFP®, CEPA®, CRPC®). The firm provides financial planning, investment management, tax strategy, liquidity management, and specialized services for entrepreneurs and business owners, along with estate and legacy planning. The team works with clients navigating life transitions such as retirement, business monetization, and major financial changes, emphasizing objective analysis unbounded by product platforms or ownership constraints.

Richmond, Virginia

Fuller Wealth Advisors provides financial planning and investment management services to clients in Richmond, Virginia, with a stated focus on helping individuals identify personal financial goals and develop long-term strategies. The firm employs a passive, diversified investment approach grounded in academic research, emphasizing broad market exposure and low-cost strategies rather than active stock selection. Core to their philosophy are the principles that markets price securities efficiently, diversification reduces risk, and investment discipline and tax efficiency drive portfolio outcomes.

Richmond, Virginia

Godsey & Gibb Wealth Management is an independent, registered investment adviser in Richmond serving high-net-worth individuals and families since 1985. The firm provides financial planning, investment management, and tax planning services, integrating research-driven portfolio construction with tax-efficient strategy development and ongoing relationship management. Operating without a parent company or institutional affiliations, the firm applies institutional-grade investment analysis and disciplined portfolio management to individual client situations. The firm emphasizes long-term client relationships, with original clients from its 1985 founding remaining engaged with the firm today.

Richmond, Virginia

Grove Wealth Partners of Raymond James, based in Richmond, Virginia, provides wealth management and financial planning services guided by a 3E approach (Efficient, Effective, Everyday). The firm's principal, Roger, holds the Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Chartered Financial Consultant (ChFC) credentials, and works with individuals across multiple generations, business owners, and nonprofit organizations on comprehensive financial planning and investment management. The team focuses on helping clients address financial complexities so they can pursue personal goals, whether that involves transitioning to a work-optional lifestyle or achieving other life objectives.

Richmond, Virginia

Heritage Wealth Advisors, founded in 2005 and based in Richmond with three locations, serves families, business owners, and institutions seeking coordinated advice across investments, tax strategy, estate planning, private markets, and charitable giving. The firm operates as a fiduciary and offers financial planning, investment management, family office services, tax planning, philanthropic advisory, and institutional support, with approximately $5 billion in assets under management. The firm was established by founder Dee Ann to provide relationship-focused guidance alongside comprehensive financial stewardship across multiple service areas.

Richmond, Virginia

Journey Strategic Wealth's Richmond team offers financial planning and investment management services to entrepreneurs, executives, and families in the Richmond and Orlando areas and across the United States. Led by CFP® professionals Chad Faulkenberry and Angela Lessor, the firm takes a holistic approach to planning and disciplined investment management, with a focus on aligning strategies to clients' personal priorities. The team emphasizes ongoing client relationships and adapts plans as circumstances evolve over time.

Richmond, Virginia

Legacy Advisor Group is a wealth management firm in Richmond, Virginia that offers investment management, retirement planning, and estate planning services. The firm manages investment accounts including mutual funds and ETFs, coordinates with clients' tax advisors to address tax efficiency on managed accounts, and helps clients analyze cash flow and develop strategies for major expenses and long-term financial goals. The team includes wealth managers and relationship professionals with background in financial advisory services.

Richmond, Virginia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Richmond, 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 five days a week. It holds a 1-star rating from 1 Google review.

Richmond, Virginia

Price Financial Services is a Richmond-based wealth management firm that works with investors across different experience levels and financial situations. The firm conducts an assessment of client goals, risk tolerance, and financial documents before developing customized strategies and implementing ongoing portfolio adjustments. Services encompass wealth management and retirement planning, with the firm emphasizing long-term client relationships and communication throughout market changes and life transitions.

Richmond, Virginia

Ray Olson Family Financial Planning is an independent firm in Richmond, Virginia that offers financial planning with a focus on retirement planning. The firm works with clients across their full financial landscape—including investments, tax strategy, and estate matters—by coordinating with a team of professionals such as CPAs and estate attorneys. The principals take a values-based approach that considers clients' specific goals and time horizons, with an emphasis on understanding the reasoning behind investment decisions.

Richmond, Virginia

Raymond James & Associates is an investment advisory firm in Richmond, Virginia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Richmond, Virginia

Fee-Only

Spark Financial Advisors is a fee-only fiduciary firm based in Richmond, Virginia that also serves clients nationwide virtually. The firm provides financial planning and investment management, with particular expertise in small business retirement plans, and specializes in working with high-net-worth and high-income women and families. Founded in 2018, the firm's advisors hold CFP credentials and employ an academic research-based approach emphasizing long-term strategy, tax efficiency, and alignment of investments with personal goals.

Richmond, Virginia

Fee-Only Independent RIA

Valeo Financial Advisors is an independent, fee-only registered investment advisor based in Richmond, Virginia that provides financial planning and investment management services. The firm addresses clients' comprehensive financial needs, including retirement planning, insurance coordination, tax strategy, cash flow analysis, education funding, and estate planning, rather than limiting scope to investments alone. As a fiduciary, Valeo operates transparently under a single fee model and does not sell insurance products or earn commissions.

Richmond, Virginia

WealthCrossing is a Richmond-based financial planning and investment management firm established in 2005. The firm serves pre-retirees, retirees, and multi-generational families, offering integrated services including retirement planning, cash flow planning, estate planning, portfolio design and monitoring, tax planning, and wealth transfer strategies. The team comprises tax and investment professionals who work collaboratively with clients to coordinate planning across all financial areas.