Retirement Planning

Personalized retirement planning to transition from accumulation to sustainable income and long-term security.

Get In Touch Call (434) 260-6742

Opens tomorrow at 9 AM

230 Court Square Ste. 201

5.0 ★ on Google (59 reviews) · Verified Apr 20, 2026

30+

Years serving clients since 1993

Multi-Generational

Family commitment to long-term integrity

Central Virginia

Offices in Charlottesville and Madison

No-Pressure

Approach focused on your understanding

Transition Confidently to Retirement Income

Customized to Your Situation

Retirement plans built specifically around your financial ability and goals, not one-size-fits-all solutions

Clear, Pressure-Free Guidance

Transparent advice with instant answers to questions and no pressure to adopt strategies you don't fully understand

Comprehensive Income Strategy

Coordinated approach addressing Social Security, pensions, distributions, and tax efficiency

Long-Term Partnership

Multi-generational firm committed to serving you through all stages of retirement with ongoing integrity

Greg Lohr

Founder & Principal Advisor

Over 30 years of experience in financial planning and wealth management

Greg Lohr founded Lohr & Company in 1993 with a vision to provide personalized, integrity-driven financial planning to Central Virginia families. With over 30 years of experience in wealth management and retirement planning, Greg has built a multi-generational firm now led alongside his son, Ethan Lohr, and advisor Stephanie. His client-first philosophy and commitment to long-term relationships have earned the firm a perfect 5.0-star rating and the trust of clients who have worked with him for decades.

What People Are Saying

★ ★ ★ ★ ★

“Lohr & Company has been taking care of our family's financial future for almost 20 years. It has been amazing through the years to see our retirement plan come into focus. They custom build a retirement plan that will fit your financial ability and need without the stress and confusion that bigger…”

— Michael T.

★ ★ ★ ★ ★

“We recently retired and were looking for a knowledgeable financial advisor to help us manage our 401k assets and plan the best path forward for long term growth and future savings. Doing business with Greg, Ethan and Stephanie makes us feel like we have a financial partner on our side for the long…”

— Teresa P.

★ ★ ★ ★ ★

“I cannot have imagined planning my retirement without Lohr & Company. I was terrified and excited at the same time. Ethan walked me through the process and changed my mind on several things for the best and I cannot thank them enough; amazing.”

— Brian W.

Read all 59 reviews on Google →

5.0 ★ avg rating · Verified Apr 20, 2026

Retirement Planning Questions

When should I start retirement planning?

Ideally, retirement planning begins years before your anticipated retirement date, allowing time to optimize strategies and make adjustments. However, Lohr & Company works with clients at various stages, including those already retired who need help managing their income and assets.

How does Social Security optimization work?

Social Security optimization involves analyzing factors like your earnings history, age, marital status, and life expectancy to determine the best age to claim benefits. For couples, it includes coordinating spousal and survivor benefits to maximize household income over both lifetimes.

What makes Lohr & Company different from larger firms?

Clients consistently mention the personalized attention, lack of pressure, and family-like relationship they experience. With over 30 years serving Central Virginia and a multi-generational commitment, Lohr & Company focuses on long-term partnerships rather than sales quotas.

Will I understand the recommendations being made?

Yes. Lohr & Company ensures clients fully understand every recommendation before moving forward. They take time to explain strategies clearly and answer all questions, so you never feel compelled to adopt something you don't understand.

How often will we meet to review my retirement plan?

Lohr & Company emphasizes ongoing partnership and accessibility. While review frequency can be tailored to your needs, they maintain regular contact to ensure your plan adapts as your circumstances and the financial landscape evolve.

Our Location

Lohr & Company

230 Court Square Ste. 201, Charlottesville, VA 22902

Get directions →

Hours

Mon	9:00 AM – 5:00 PM
Tue	9:00 AM – 5:00 PM
Wed	9:00 AM – 5:00 PM
Thu	9:00 AM – 5:00 PM
Fri	9:00 AM – 5:00 PM
Sat	Closed
Sun	Closed

We're here for you

Get In Touch Call (434) 260-6742

Opens tomorrow at 9 AM

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230 Court Square Ste. 201, Charlottesville, VA

Last updated April 20, 2026 · Reviews verified Apr 20, 2026